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 |
|---|---|---|---|---|---|
|
Cherokee Insurance CO
Sterling Heights, MI |
Nov 06, 2025 Q3 2025 |
24,010
shares
|
$7.21 Million
3.24% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
24,000
shares
|
$7.21 Million
6.38% of portfolio
|
Q3 2024
New holding
|
|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
23,995
shares
|
$7.21 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
23,986
shares
|
$7.2 Million
0.35% of portfolio
|
Q4 2025
Added 13.07%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
23,978
shares
|
$7.2 Million
2.11% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
23,974
shares
|
$7.2 Million
2.26% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
23,937
shares
|
$7.19 Million
0.84% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
23,936
shares
|
$7.19 Million
0.52% of portfolio
|
Q3 2025
Added 24.81%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
23,920
shares
|
$7.18 Million
4.88% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
23,901
shares
|
$7.18 Million
0.66% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2025 Q3 2025 |
23,890
shares
|
$7.18 Million
1.29% of portfolio
|
Q4 2023
Added 209.62%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
23,860
shares
|
$7.17 Million
1.23% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
23,847
shares
|
$7.16 Million
1.84% of portfolio
|
Q4 2023
Added 9.59%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
23,810
shares
|
$7.15 Million
2.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
23,810
shares
|
$7.15 Million
2.32% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
23,794
shares
|
$7.15 Million
0.67% of portfolio
|
Q3 2025
Added 12.36%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
23,773
shares
|
$7.14 Million
0.17% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
Nov 05, 2025 Q3 2025 |
23,768
shares
|
$7.14 Million
1.86% of portfolio
|
Q3 2025
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
23,765
shares
|
$7.14 Million
1.04% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 13, 2025 Q3 2025 |
23,703
shares
|
$7.12 Million
1.71% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
23,702
shares
|
$7.12 Million
3.19% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
23,699
shares
|
$7.12 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 15, 2025 Q3 2025 |
23,662
shares
|
$7.11 Million
4.45% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
23,648
shares
|
$7.1 Million
0.44% of portfolio
|
Q4 2023
Reduced 24.38%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Nov 03, 2025 Q3 2025 |
23,629
shares
|
$7.1 Million
3.63% of portfolio
|
Q3 2025
Added 3.26%
|
|