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 5,446 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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
22,964
shares
|
$6.9 Million
0.01% of portfolio
|
Q3 2025
Added 16.97%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Nov 05, 2025 Q3 2025 |
22,958
shares
|
$6.9 Million
2.66% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Norway Savings Bank
|
Jan 08, 2026 Q4 2025 |
22,951
shares
|
$6.89 Million
3.29% of portfolio
|
Q4 2025
Added 3.97%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
22,868
shares
|
$6.87 Million
0.15% of portfolio
|
Q3 2022
Added 5.98%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
22,865
shares
|
$6.87 Million
0.26% of portfolio
|
Q3 2025
Reduced 11.96%
|
|
|
Cohen Investment Advisors LLC
|
Jan 15, 2026 Q4 2025 |
22,859
shares
|
$6.87 Million
3.04% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
22,846
shares
|
$6.86 Million
3.16% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
22,843
shares
|
$6.86 Million
0.65% of portfolio
|
Q4 2025
Reduced 20.38%
|
|
|
Nichols & Pratt Advisers LLP
|
Nov 04, 2025 Q3 2025 |
22,797
shares
|
$6.85 Million
0.46% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
22,784
shares
|
$6.84 Million
1.23% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
22,733
shares
|
$6.83 Million
1.12% of portfolio
|
Q4 2025
Reduced 0.87%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
22,722
shares
|
$6.83 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
22,716
shares
|
$6.82 Million
1.08% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
22,687
shares
|
$6.81 Million
1.86% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
22,687
shares
|
$6.81 Million
0.84% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Signet Investment Advisory Group, Inc.
|
Nov 06, 2025 Q3 2025 |
22,632
shares
|
$6.8 Million
3.43% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
22,596
shares
|
$6.79 Million
0.69% of portfolio
|
Q4 2025
Reduced 31.88%
|
|
|
Spirit Of America Management Corp
|
Jan 15, 2026 Q4 2025 |
22,592
shares
|
$6.79 Million
1.46% of portfolio
|
Q4 2025
Added 2.73%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
22,570
shares
|
$6.78 Million
2.21% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
22,560
shares
|
$6.78 Million
1.42% of portfolio
|
Q1 2025
New holding
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
22,550
shares
|
$6.77 Million
1.05% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
22,537
shares
|
$6.77 Million
1.72% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
22,515
shares
|
$6.76 Million
0.82% of portfolio
|
Q1 2023
Reduced 1.68%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
22,500
shares
|
$6.76 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Arrow Capital Pty LTD
Sydney, C3 |
Nov 14, 2025 Q3 2025 |
22,500
shares
|
$6.76 Million
5.75% of portfolio
|
Q3 2025
Reduced 8.01%
|
|