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 |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
39,155
shares
|
$11.8 Million
0.75% of portfolio
|
Q2 2024
Reduced 9.03%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
39,140
shares
|
$11.8 Million
2.43% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
39,116
shares
|
$11.7 Million
1.46% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
39,115
shares
|
$11.7 Million
0.23% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
39,033
shares
|
$11.7 Million
3.49% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
39,009
shares
|
$11.7 Million
6.91% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
38,929
shares
|
$11.7 Million
0.77% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Torray LLC
|
Oct 22, 2025 Q3 2025 |
38,859
shares
|
$11.7 Million
1.78% of portfolio
|
Q3 2025
Reduced 27.24%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
38,853
shares
|
$11.7 Million
0.5% of portfolio
|
Q3 2022
Reduced 1.42%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
38,748
shares
|
$11.6 Million
2.01% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
38,715
shares
|
$11.6 Million
2.42% of portfolio
|
Q4 2025
Added 0.53%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Oct 31, 2025 Q3 2025 |
38,650
shares
|
$11.6 Million
3.07% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
38,638
shares
|
$11.6 Million
3.58% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Rwq Financial Management Services, Inc.
|
Oct 23, 2025 Q3 2025 |
38,610
shares
|
$11.6 Million
5.6% of portfolio
|
Q3 2025
Reduced 31.3%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
38,599
shares
|
$11.6 Million
1.94% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
38,593
shares
|
$11.6 Million
4.97% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
38,556
shares
|
$11.6 Million
1.35% of portfolio
|
Q1 2023
Added 0.4%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
38,550
shares
|
$11.6 Million
0.38% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
38,527
shares
|
$11.6 Million
0.3% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
38,497
shares
|
$11.6 Million
1.91% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
38,496
shares
|
$11.6 Million
1.35% of portfolio
|
Q4 2022
Reduced 8.04%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Nov 12, 2025 Q3 2025 |
38,431
shares
|
$11.5 Million
2.05% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
38,343
shares
|
$11.5 Million
2.81% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
38,277
shares
|
$11.5 Million
3.23% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
38,232
shares
|
$11.5 Million
0.17% of portfolio
|
Q3 2022
Reduced 21.68%
|
|