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 |
|---|---|---|---|---|---|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
48,212
shares
|
$14.5 Million
7.74% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
48,151
shares
|
$14.5 Million
1.96% of portfolio
|
Q3 2025
Reduced 19.61%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
48,091
shares
|
$14.4 Million
1.55% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
47,945
shares
|
$14.4 Million
5.15% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
47,892
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2025 Q3 2025 |
47,864
shares
|
$14.4 Million
0.49% of portfolio
|
Q3 2025
Added 17.07%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
47,860
shares
|
$14.4 Million
1.62% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
47,811
shares
|
$14.4 Million
0.53% of portfolio
|
Q4 2025
Added 3.67%
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
47,804
shares
|
$14.4 Million
3.1% of portfolio
|
Q4 2025
Reduced 0.01%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
47,478
shares
|
$14.3 Million
3.66% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
47,347
shares
|
$14.2 Million
1.84% of portfolio
|
Q3 2025
Reduced 21.69%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
47,079
shares
|
$14.1 Million
0.42% of portfolio
|
Q3 2025
Reduced 11.74%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
46,869
shares
|
$14.1 Million
4.37% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
46,812
shares
|
$14.1 Million
1.47% of portfolio
|
Q3 2025
Reduced 12.47%
|
|
|
Beck Bode, LLC
|
Nov 14, 2025 Q3 2025 |
46,617
shares
|
$14 Million
2.57% of portfolio
|
Q3 2025
New holding
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
46,545
shares
|
$14 Million
1.02% of portfolio
|
Q4 2025
Added 2.53%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
46,521
shares
|
$14 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
46,511
shares
|
$14 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Cincinnati Casualty CO
|
Nov 06, 2025 Q3 2025 |
46,500
shares
|
$14 Million
7.46% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
Nov 06, 2025 Q3 2025 |
46,500
shares
|
$14 Million
3.46% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
46,462
shares
|
$14 Million
0.63% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
46,413
shares
|
$13.9 Million
4.87% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
46,291
shares
|
$13.9 Million
0.47% of portfolio
|
Q4 2022
Added 0.82%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
46,224
shares
|
$13.9 Million
0.78% of portfolio
|
Q2 2023
Added 0.64%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
46,038
shares
|
$13.8 Million
2.56% of portfolio
|
Q3 2025
Added 0.68%
|
|