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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
28,511
shares
|
$8.56 Million
3.09% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Triasima Portfolio Management Inc.
|
Oct 29, 2025 Q3 2025 |
28,492
shares
|
$8.56 Million
1.58% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
28,460
shares
|
$8.55 Million
3.09% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
28,405
shares
|
$8.53 Million
2.84% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Oct 27, 2025 Q3 2025 |
28,398
shares
|
$8.53 Million
1.19% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
28,337
shares
|
$8.51 Million
1.93% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
28,336
shares
|
$8.51 Million
1.52% of portfolio
|
Q3 2025
Reduced 14.77%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
28,307
shares
|
$8.5 Million
1.39% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
28,301
shares
|
$8.5 Million
1.63% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 07, 2025 Q3 2025 |
28,300
shares
|
$8.5 Million
0.1% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 31, 2025 Q3 2025 |
28,289
shares
|
$8.5 Million
1.07% of portfolio
|
Q2 2024
Added 16.04%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Nov 12, 2025 Q3 2025 |
28,287
shares
|
$8.5 Million
1.59% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Socorro Asset Management LP
Dallas, TX |
Nov 14, 2025 Q3 2025 |
28,269
shares
|
$8.49 Million
3.68% of portfolio
|
Q3 2025
Reduced 32.87%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
28,254
shares
|
$8.49 Million
1.85% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
28,253
shares
|
$8.49 Million
2.45% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
28,218
shares
|
$8.48 Million
4.34% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
28,196
shares
|
$8.47 Million
2.75% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
28,153
shares
|
$8.46 Million
2.33% of portfolio
|
Q3 2022
Added 0.36%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
28,141
shares
|
$8.45 Million
0.88% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
28,119
shares
|
$8.45 Million
1.96% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
28,104
shares
|
$8.44 Million
3.11% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
28,071
shares
|
$8.43 Million
2.04% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
28,058
shares
|
$8.43 Million
3.64% of portfolio
|
Q4 2025
Added 4.85%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
28,040
shares
|
$8.42 Million
0.96% of portfolio
|
Q4 2022
Added 14.32%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
28,022
shares
|
$8.42 Million
2.14% of portfolio
|
Q3 2025
Added 0.73%
|
|