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 |
|---|---|---|---|---|---|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
43,360
shares
|
$13 Million
3.15% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
43,360
shares
|
$13 Million
1.54% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
43,347
shares
|
$13 Million
2.08% of portfolio
|
Q1 2023
Added 0.08%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
43,327
shares
|
$13 Million
2.94% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jan 14, 2026 Q4 2025 |
43,290
shares
|
$13 Million
0.98% of portfolio
|
Q4 2025
Reduced 9.92%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
43,125
shares
|
$13 Million
1.14% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
42,871
shares
|
$12.9 Million
1.13% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
42,869
shares
|
$12.9 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
42,824
shares
|
$12.9 Million
0.41% of portfolio
|
Q3 2025
Added 65.79%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
42,778
shares
|
$12.8 Million
1.17% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
42,766
shares
|
$12.8 Million
3.7% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
42,508
shares
|
$12.8 Million
4.78% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
42,449
shares
|
$12.8 Million
0.72% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
42,424
shares
|
$12.7 Million
0.62% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
42,418
shares
|
$12.7 Million
0.45% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
42,305
shares
|
$12.7 Million
0.88% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
42,293
shares
|
$12.7 Million
1.67% of portfolio
|
Q3 2025
Reduced 14.41%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
42,287
shares
|
$12.7 Million
2.92% of portfolio
|
Q4 2025
Reduced 0.74%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
42,192
shares
|
$12.7 Million
1.75% of portfolio
|
Q4 2025
Reduced 2.38%
|
|
|
Coerente Capital Management
|
Oct 23, 2025 Q3 2025 |
42,191
shares
|
$12.7 Million
2.37% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
42,113
shares
|
$12.6 Million
2.11% of portfolio
|
Q3 2025
Added 11.26%
|
|
|
Asset Planning Services Inc
|
Oct 16, 2025 Q3 2025 |
42,057
shares
|
$12.6 Million
5.59% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
42,024
shares
|
$12.6 Million
2.38% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
42,011
shares
|
$12.6 Million
1.87% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
41,787
shares
|
$12.6 Million
0.23% of portfolio
|
Q3 2025
Reduced 51.32%
|
|