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 |
|---|---|---|---|---|---|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2025 Q3 2025 |
46,005
shares
|
$13.8 Million
2.66% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
45,971
shares
|
$13.8 Million
3.36% of portfolio
|
Q4 2025
Reduced 2.13%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
45,966
shares
|
$13.8 Million
1.24% of portfolio
|
Q2 2024
Added 342.62%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
45,962
shares
|
$13.8 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
45,905
shares
|
$13.8 Million
3.49% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
45,677
shares
|
$13.7 Million
3.29% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
45,616
shares
|
$13.7 Million
0.34% of portfolio
|
Q3 2022
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
45,573
shares
|
$13.7 Million
0.93% of portfolio
|
Q3 2025
Reduced 23.52%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
45,552
shares
|
$13.7 Million
2.47% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
45,542
shares
|
$13.7 Million
1.21% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
45,523
shares
|
$13.7 Million
2.25% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Ipswich Investment Management Co., Inc.
|
Oct 08, 2025 Q3 2025 |
45,496
shares
|
$13.7 Million
3.5% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Forager Funds Management Pty LTD
|
Nov 08, 2022 Q3 2022 |
45,400
shares
|
$13.6 Million
7.06% of portfolio
|
Q3 2022
New holding
|
|
|
Fulcrum Capital LLC
|
Oct 28, 2025 Q3 2025 |
45,400
shares
|
$13.6 Million
3.06% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Rpg Investment Advisory, LLC
|
Oct 23, 2025 Q3 2025 |
45,395
shares
|
$13.6 Million
1.74% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
45,392
shares
|
$13.6 Million
4.01% of portfolio
|
Q3 2025
Reduced 9.92%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
45,391
shares
|
$13.6 Million
2.09% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
45,388
shares
|
$13.6 Million
4.2% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
45,383
shares
|
$13.6 Million
1.4% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
45,240
shares
|
$13.6 Million
1.59% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Jan 13, 2026 Q4 2025 |
45,232
shares
|
$13.6 Million
0.66% of portfolio
|
Q4 2025
Reduced 40.87%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 14, 2025 Q3 2025 |
45,180
shares
|
$13.6 Million
1.96% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
45,158
shares
|
$13.6 Million
1.19% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
45,035
shares
|
$13.5 Million
2.72% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Schulhoff & CO Inc
|
Nov 10, 2025 Q3 2025 |
45,014
shares
|
$13.5 Million
6.53% of portfolio
|
Q3 2025
Reduced 0.3%
|
|