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 5,445 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 |
|---|---|---|---|---|---|
|
Matthew 25 Management Corp
|
Nov 12, 2025 Q3 2025 |
50,000
shares
|
$15 Million
5.31% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
49,981
shares
|
$15 Million
4.0% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
49,956
shares
|
$15 Million
1.17% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
49,949
shares
|
$15 Million
1.68% of portfolio
|
Q2 2023
New holding
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
49,870
shares
|
$15 Million
0.07% of portfolio
|
Q2 2025
Reduced 53.71%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 18, 2025 Q3 2025 |
49,831
shares
|
$15 Million
10.48% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
49,781
shares
|
$15 Million
0.84% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
49,630
shares
|
$14.9 Million
0.55% of portfolio
|
Q4 2022
Reduced 0.23%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
49,498
shares
|
$14.9 Million
0.35% of portfolio
|
Q3 2025
Added 43.51%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
49,489
shares
|
$14.9 Million
2.05% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
49,354
shares
|
$14.8 Million
0.68% of portfolio
|
Q3 2025
Reduced 47.54%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
49,333
shares
|
$14.8 Million
2.33% of portfolio
|
Q1 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
49,320
shares
|
$14.8 Million
1.03% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
49,308
shares
|
$14.8 Million
4.23% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
49,306
shares
|
$14.8 Million
0.73% of portfolio
|
Q2 2024
Added 4.22%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
49,196
shares
|
$14.8 Million
1.94% of portfolio
|
Q4 2025
Added 1.7%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
48,932
shares
|
$14.7 Million
1.33% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
48,910
shares
|
$14.7 Million
5.61% of portfolio
|
Q3 2025
Added 38.44%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
48,897
shares
|
$14.7 Million
0.43% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
48,789
shares
|
$14.7 Million
1.82% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
48,519
shares
|
$14.6 Million
0.18% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
48,461
shares
|
$14.6 Million
0.77% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
48,398
shares
|
$14.5 Million
0.95% of portfolio
|
Q3 2025
Added 29.2%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
48,377
shares
|
$14.5 Million
1.55% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
48,348
shares
|
$14.5 Million
3.25% of portfolio
|
Q3 2025
Reduced 5.77%
|
|