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 |
|---|---|---|---|---|---|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
54,671
shares
|
$16.4 Million
4.09% of portfolio
|
Q4 2025
New holding
|
|
|
Community Bank Of Raymore
|
Oct 14, 2025 Q3 2025 |
54,390
shares
|
$16.3 Million
12.11% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
54,201
shares
|
$16.3 Million
0.86% of portfolio
|
Q3 2025
Added 474.65%
|
|
|
Hwg Holdings LP
Houston, TX |
Jan 12, 2026 Q4 2025 |
54,126
shares
|
$16.3 Million
4.11% of portfolio
|
Q4 2025
Added 3.63%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
53,954
shares
|
$16.2 Million
0.65% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
53,824
shares
|
$16.2 Million
1.15% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
53,803
shares
|
$16.2 Million
0.36% of portfolio
|
Q3 2025
Added 23.79%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
53,796
shares
|
$16.2 Million
0.91% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Valicenti Advisory Services Inc
|
Oct 17, 2025 Q3 2025 |
53,431
shares
|
$16 Million
3.62% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
53,404
shares
|
$16 Million
0.85% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
53,380
shares
|
$16 Million
0.99% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
53,365
shares
|
$16 Million
0.56% of portfolio
|
Q3 2025
Added 58.33%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
53,231
shares
|
$16 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Alpine Woods Capital Investors, LLC
|
Oct 15, 2025 Q3 2025 |
53,166
shares
|
$16 Million
3.62% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
53,156
shares
|
$16 Million
2.52% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
52,854
shares
|
$15.9 Million
2.29% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2025 Q3 2025 |
52,700
shares
|
$15.8 Million
1.51% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
52,662
shares
|
$15.8 Million
0.72% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
52,645
shares
|
$15.8 Million
3.92% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
52,632
shares
|
$15.8 Million
3.1% of portfolio
|
Q4 2025
Reduced 2.24%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
52,604
shares
|
$15.8 Million
3.58% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
52,527
shares
|
$15.8 Million
2.36% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
52,510
shares
|
$15.8 Million
1.02% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
52,495
shares
|
$15.8 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
52,425
shares
|
$15.7 Million
2.92% of portfolio
|
Q3 2025
Reduced 9.12%
|
|