Institutional Ownership Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM). We have compiled data on the 5,442 institutions that hold shares in the stock, with a total of 1.97 Billion shares, which have been reported (via 13F filing form) to have a value of $590 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
58,168
shares
|
$17.5 Million
1.2% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 07, 2025 Q3 2025 |
58,110
shares
|
$17.5 Million
2.09% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Oct 17, 2025 Q3 2025 |
58,053
shares
|
$17.4 Million
4.96% of portfolio
|
Q3 2025
Added 3607.09%
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
58,036
shares
|
$17.4 Million
3.24% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
57,925
shares
|
$17.4 Million
1.13% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
57,909
shares
|
$17.4 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
57,906
shares
|
$17.4 Million
0.36% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
57,887
shares
|
$17.4 Million
0.54% of portfolio
|
Q3 2025
Reduced 51.58%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
57,520
shares
|
$17.3 Million
2.68% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
57,423
shares
|
$17.2 Million
0.68% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
57,414
shares
|
$17.2 Million
5.12% of portfolio
|
Q4 2025
Reduced 1.63%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Nov 10, 2025 Q3 2025 |
57,286
shares
|
$17.2 Million
1.13% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
57,220
shares
|
$17.2 Million
14.32% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
57,198
shares
|
$17.2 Million
1.45% of portfolio
|
Q4 2025
Added 2.41%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
57,156
shares
|
$17.2 Million
1.4% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
57,074
shares
|
$17.1 Million
1.11% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
56,927
shares
|
$17.1 Million
2.58% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
56,922
shares
|
$17.1 Million
5.27% of portfolio
|
Q3 2025
Reduced 14.09%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
56,869
shares
|
$17.1 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Independent Investors Inc
|
Oct 30, 2025 Q3 2025 |
56,799
shares
|
$17.1 Million
3.48% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Oct 29, 2025 Q3 2025 |
56,650
shares
|
$17 Million
0.78% of portfolio
|
Q3 2025
Reduced 69.53%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
56,641
shares
|
$17 Million
0.54% of portfolio
|
Q3 2025
Reduced 14.64%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
56,598
shares
|
$17 Million
1.19% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
56,555
shares
|
$17 Million
2.93% of portfolio
|
Q4 2025
Added 1.1%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
56,369
shares
|
$16.9 Million
2.67% of portfolio
|
Q3 2024
Added 0.12%
|
|