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 |
|---|---|---|---|---|---|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
26,317
shares
|
$7.9 Million
6.12% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
26,235
shares
|
$7.88 Million
0.17% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
26,208
shares
|
$7.87 Million
1.28% of portfolio
|
Q4 2025
Reduced 8.0%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
26,183
shares
|
$7.86 Million
1.05% of portfolio
|
Q2 2022
Reduced 0.38%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
26,174
shares
|
$7.86 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
26,149
shares
|
$7.85 Million
0.47% of portfolio
|
Q3 2025
Added 30.66%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
26,149
shares
|
$7.85 Million
1.61% of portfolio
|
Q3 2025
Reduced 14.28%
|
|
|
Mcrae Capital Management Inc
|
Nov 07, 2025 Q3 2025 |
26,147
shares
|
$7.85 Million
1.73% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
26,113
shares
|
$7.84 Million
0.87% of portfolio
|
Q3 2025
Added 38.72%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
26,055
shares
|
$7.83 Million
1.49% of portfolio
|
Q3 2025
Reduced 10.6%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
26,047
shares
|
$7.82 Million
1.83% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
26,025
shares
|
$7.82 Million
0.86% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Alta Capital Management LLC
|
Nov 04, 2025 Q3 2025 |
26,005
shares
|
$7.81 Million
0.46% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
25,969
shares
|
$7.8 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
25,951
shares
|
$7.79 Million
0.82% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Uncommon Cents Investing LLC
|
Jan 15, 2026 Q4 2025 |
25,945
shares
|
$7.79 Million
2.03% of portfolio
|
Q4 2025
Added 0.52%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
25,922
shares
|
$7.79 Million
2.19% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
25,896
shares
|
$7.78 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Nov 13, 2025 Q3 2025 |
25,864
shares
|
$7.77 Million
3.72% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Palmer Knight CO
|
Nov 04, 2025 Q3 2025 |
25,861
shares
|
$7.77 Million
3.86% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Oct 29, 2025 Q3 2025 |
25,807
shares
|
$7.75 Million
4.94% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
25,804
shares
|
$7.75 Million
1.84% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
25,802
shares
|
$7.75 Million
3.49% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Wright Investors Service Inc
|
Oct 28, 2025 Q3 2025 |
25,779
shares
|
$7.74 Million
2.46% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
25,773
shares
|
$7.74 Million
2.79% of portfolio
|
Q3 2025
Added 0.64%
|
|