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 |
|---|---|---|---|---|---|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
44,957
shares
|
$13.5 Million
1.39% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
44,936
shares
|
$13.5 Million
3.31% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
180 Gps Investments Ic LTD
St Peter Port, |
Nov 13, 2025 Q3 2025 |
44,737
shares
|
$13.4 Million
8.2% of portfolio
|
Q3 2025
New holding
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
44,605
shares
|
$13.4 Million
3.89% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
44,531
shares
|
$13.4 Million
1.84% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
44,453
shares
|
$13.4 Million
6.8% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
44,422
shares
|
$13.3 Million
1.91% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
44,402
shares
|
$13.3 Million
1.19% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
44,339
shares
|
$13.3 Million
5.45% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
44,285
shares
|
$13.3 Million
3.02% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
44,060
shares
|
$13.2 Million
1.57% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
43,991
shares
|
$13.2 Million
1.67% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
43,990
shares
|
$13.2 Million
0.48% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
43,951
shares
|
$13.2 Million
0.84% of portfolio
|
Q3 2025
Added 46.51%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
43,892
shares
|
$13.2 Million
0.3% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
43,879
shares
|
$13.2 Million
1.82% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
43,850
shares
|
$13.2 Million
1.45% of portfolio
|
Q4 2025
Added 62.1%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
43,829
shares
|
$13.2 Million
1.16% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
43,774
shares
|
$13.1 Million
1.7% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
43,772
shares
|
$13.1 Million
2.27% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
43,708
shares
|
$13.1 Million
1.44% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
43,589
shares
|
$13.1 Million
0.74% of portfolio
|
Q3 2025
Added 12.79%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
43,452
shares
|
$13.1 Million
0.86% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
43,442
shares
|
$13 Million
2.07% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Pettee Investors, Inc.
|
Nov 04, 2025 Q3 2025 |
43,381
shares
|
$13 Million
7.83% of portfolio
|
Q3 2025
Reduced 4.86%
|
|