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 |
|---|---|---|---|---|---|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
32,351
shares
|
$9.72 Million
0.14% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
32,275
shares
|
$9.69 Million
2.5% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Arjuna Capital
|
Nov 04, 2025 Q3 2025 |
32,197
shares
|
$9.67 Million
2.61% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 12, 2025 Q3 2025 |
32,191
shares
|
$9.67 Million
1.33% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Oct 20, 2025 Q3 2025 |
32,137
shares
|
$9.65 Million
5.35% of portfolio
|
Q3 2025
Reduced 13.94%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
32,127
shares
|
$9.65 Million
4.29% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
32,125
shares
|
$9.65 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
32,022
shares
|
$9.62 Million
0.57% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
31,978
shares
|
$9.61 Million
1.14% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
31,963
shares
|
$9.6 Million
1.14% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
31,875
shares
|
$9.57 Million
1.75% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
31,870
shares
|
$9.57 Million
0.37% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
31,818
shares
|
$9.56 Million
0.5% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
31,797
shares
|
$9.55 Million
0.39% of portfolio
|
Q3 2023
Reduced 10.57%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
31,754
shares
|
$9.54 Million
1.66% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
31,749
shares
|
$9.54 Million
2.38% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
31,697
shares
|
$9.52 Million
1.06% of portfolio
|
Q3 2025
Reduced 12.48%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
31,660
shares
|
$9.51 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
31,641
shares
|
$9.5 Million
0.69% of portfolio
|
Q3 2025
Reduced 8.63%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
31,583
shares
|
$9.49 Million
0.93% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
31,519
shares
|
$9.47 Million
0.54% of portfolio
|
Q3 2025
Added 31.52%
|
|
|
Baugh & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
31,512
shares
|
$9.47 Million
4.38% of portfolio
|
Q4 2025
Reduced 3.05%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
31,507
shares
|
$9.46 Million
4.57% of portfolio
|
Q3 2024
Reduced 91.73%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
31,489
shares
|
$9.46 Million
1.18% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
31,423
shares
|
$9.44 Million
0.2% of portfolio
|
Q3 2023
Added 34.06%
|
|