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 |
|---|---|---|---|---|---|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
22,003
shares
|
$6.61 Million
1.63% of portfolio
|
Q4 2022
Added 2.5%
|
|
|
Bright Rock Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
22,000
shares
|
$6.61 Million
1.39% of portfolio
|
Q1 2025
Reduced 40.54%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
21,987
shares
|
$6.6 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
21,933
shares
|
$6.59 Million
2.17% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Wd Rutherford LLC
|
Oct 23, 2025 Q3 2025 |
21,884
shares
|
$6.57 Million
3.15% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
21,861
shares
|
$6.57 Million
2.48% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 30, 2025 Q3 2025 |
21,857
shares
|
$6.57 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
21,808
shares
|
$6.55 Million
0.08% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
21,801
shares
|
$6.55 Million
3.72% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
21,787
shares
|
$6.54 Million
1.97% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
21,784
shares
|
$6.54 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
21,783
shares
|
$6.54 Million
0.37% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
21,767
shares
|
$6.54 Million
0.72% of portfolio
|
Q4 2025
Reduced 3.89%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
21,741
shares
|
$6.53 Million
2.2% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
21,697
shares
|
$6.52 Million
0.49% of portfolio
|
Q4 2025
Reduced 2.34%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
21,696
shares
|
$6.52 Million
1.33% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
21,694
shares
|
$6.52 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
21,644
shares
|
$6.5 Million
0.16% of portfolio
|
Q3 2022
Reduced 2.43%
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
21,633
shares
|
$6.5 Million
1.62% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
21,617
shares
|
$6.49 Million
0.55% of portfolio
|
Q4 2025
Reduced 1.28%
|
|
|
Eagle Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
21,599
shares
|
$6.49 Million
2.53% of portfolio
|
Q4 2025
Reduced 0.84%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
21,539
shares
|
$6.47 Million
1.36% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
21,515
shares
|
$6.46 Million
0.19% of portfolio
|
Q2 2022
Added 1.47%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
21,509
shares
|
$6.46 Million
0.64% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
21,500
shares
|
$6.46 Million
0.57% of portfolio
|
Q2 2023
Reduced 61.26%
|
|