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 |
|---|---|---|---|---|---|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
24,710
shares
|
$7.42 Million
3.18% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
24,688
shares
|
$7.42 Million
1.12% of portfolio
|
Q3 2025
Reduced 16.85%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
24,674
shares
|
$7.41 Million
1.97% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
24,659
shares
|
$7.41 Million
3.17% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
24,589
shares
|
$7.39 Million
0.78% of portfolio
|
Q4 2025
Added 11.63%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
24,585
shares
|
$7.38 Million
1.23% of portfolio
|
Q3 2025
Reduced 21.78%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
24,534
shares
|
$7.37 Million
1.1% of portfolio
|
Q3 2025
Added 11.15%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
24,496
shares
|
$7.36 Million
5.32% of portfolio
|
Q3 2025
Reduced 16.14%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
24,485
shares
|
$7.35 Million
1.81% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
24,466
shares
|
$7.35 Million
4.27% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
24,363
shares
|
$7.32 Million
1.9% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Mount Vernon Associates Inc
|
Oct 24, 2025 Q3 2025 |
24,357
shares
|
$7.32 Million
5.36% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Amica Mutual Insurance CO
|
Nov 07, 2025 Q3 2025 |
24,345
shares
|
$7.31 Million
0.71% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
Delta Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
24,335
shares
|
$7.31 Million
2.73% of portfolio
|
Q4 2025
Reduced 10.32%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
24,310
shares
|
$7.3 Million
0.66% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Malaga Cove Capital, LLC
|
Nov 12, 2025 Q3 2025 |
24,287
shares
|
$7.3 Million
2.93% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
24,284
shares
|
$7.29 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
24,244
shares
|
$7.28 Million
2.82% of portfolio
|
Q4 2025
Reduced 4.1%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 17, 2025 Q3 2025 |
24,237
shares
|
$7.28 Million
1.75% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
24,200
shares
|
$7.27 Million
1.15% of portfolio
|
Q3 2025
Added 92.06%
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
24,148
shares
|
$7.25 Million
1.24% of portfolio
|
Q1 2023
Reduced 7.65%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
24,118
shares
|
$7.24 Million
0.13% of portfolio
|
Q3 2025
Added 39.94%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
24,108
shares
|
$7.24 Million
1.66% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
24,092
shares
|
$7.24 Million
2.23% of portfolio
|
Q4 2025
Reduced 3.51%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 05, 2026 Q4 2025 |
24,084
shares
|
$7.23 Million
4.25% of portfolio
|
Q4 2025
Reduced 1.15%
|
|