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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
30,881
shares
|
$9.28 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
30,872
shares
|
$9.27 Million
2.58% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
30,864
shares
|
$9.27 Million
0.91% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
30,826
shares
|
$9.26 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
30,812
shares
|
$9.26 Million
0.95% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
30,811
shares
|
$9.25 Million
0.61% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
30,758
shares
|
$9.24 Million
0.65% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Nov 10, 2025 Q3 2025 |
30,700
shares
|
$9.22 Million
1.76% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Summerhill Capital Management Lnc.
Toronto, A6 |
Nov 05, 2025 Q3 2025 |
30,691
shares
|
$9.22 Million
10.05% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
30,662
shares
|
$9.21 Million
1.03% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 14, 2026 Q4 2025 |
30,591
shares
|
$9.19 Million
3.67% of portfolio
|
Q4 2025
Reduced 0.6%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
30,559
shares
|
$9.18 Million
5.16% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
30,533
shares
|
$9.17 Million
4.2% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Mandatum Life Insurance CO LTD
|
Nov 06, 2025 Q3 2025 |
30,502
shares
|
$9.16 Million
2.35% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Hgk Asset Management Inc
|
Oct 30, 2025 Q3 2025 |
30,489
shares
|
$9.16 Million
1.57% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
30,486
shares
|
$9.16 Million
0.5% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
30,443
shares
|
$9.14 Million
0.32% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
30,424
shares
|
$9.14 Million
1.65% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
30,400
shares
|
$9.13 Million
0.41% of portfolio
|
Q2 2022
Reduced 5.52%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
30,400
shares
|
$9.13 Million
1.1% of portfolio
|
Q2 2024
Reduced 22.51%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
30,399
shares
|
$9.13 Million
1.75% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
30,326
shares
|
$9.11 Million
0.96% of portfolio
|
Q3 2025
Reduced 65.15%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
30,315
shares
|
$9.11 Million
1.19% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
30,279
shares
|
$9.09 Million
0.69% of portfolio
|
Q3 2025
Reduced 17.59%
|
|
|
Hixon Zuercher, LLC
|
Oct 10, 2025 Q3 2025 |
30,270
shares
|
$9.09 Million
2.96% of portfolio
|
Q3 2025
Reduced 11.05%
|
|