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 |
|---|---|---|---|---|---|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
56,080
shares
|
$16.8 Million
2.81% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Venator Management LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
56,065
shares
|
$16.8 Million
4.2% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Nwi Management LP
New York, NY |
Dec 05, 2025 Q3 2025 |
56,000
shares
|
$16.8 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
55,992
shares
|
$16.8 Million
0.39% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
55,967
shares
|
$16.8 Million
0.1% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
55,936
shares
|
$16.8 Million
1.58% of portfolio
|
Q4 2025
Added 0.33%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
55,936
shares
|
$16.8 Million
4.28% of portfolio
|
Q1 2023
Reduced 9.14%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
55,881
shares
|
$16.8 Million
1.28% of portfolio
|
Q3 2025
Added 56.01%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
55,656
shares
|
$16.7 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
55,646
shares
|
$16.7 Million
2.79% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
55,641
shares
|
$16.7 Million
2.22% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
55,627
shares
|
$16.7 Million
0.95% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
55,622
shares
|
$16.7 Million
1.34% of portfolio
|
Q4 2022
Reduced 0.32%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
55,593
shares
|
$16.7 Million
1.8% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Stolper CO
|
Jan 12, 2026 Q4 2025 |
55,582
shares
|
$16.7 Million
5.28% of portfolio
|
Q4 2025
Reduced 1.15%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
55,399
shares
|
$16.6 Million
0.79% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Gam Holding Ag
|
Oct 21, 2025 Q3 2025 |
55,322
shares
|
$16.6 Million
1.17% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
55,268
shares
|
$16.6 Million
1.4% of portfolio
|
Q1 2023
Added 1.6%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
55,267
shares
|
$16.6 Million
1.92% of portfolio
|
Q4 2025
Added 3.72%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
55,048
shares
|
$16.5 Million
1.37% of portfolio
|
Q3 2025
Added 17.91%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
54,926
shares
|
$16.5 Million
2.23% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Kinsale Capital Group, Inc.
|
Nov 05, 2025 Q3 2025 |
54,869
shares
|
$16.5 Million
3.17% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
54,866
shares
|
$16.5 Million
3.51% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
54,788
shares
|
$16.5 Million
2.66% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
54,743
shares
|
$16.4 Million
1.48% of portfolio
|
Q3 2025
Added 0.05%
|
|