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 |
|---|---|---|---|---|---|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
20,379
shares
|
$6.12 Million
3.19% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Nov 03, 2025 Q3 2025 |
20,376
shares
|
$6.12 Million
2.3% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Knott David M Jr
Syosset, NY |
Nov 12, 2025 Q3 2025 |
20,374
shares
|
$6.12 Million
3.56% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
20,352
shares
|
$6.11 Million
2.55% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 14, 2025 Q3 2025 |
20,347
shares
|
$6.11 Million
5.39% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
20,337
shares
|
$6.11 Million
1.94% of portfolio
|
Q4 2025
Added 1.41%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
20,330
shares
|
$6.11 Million
0.48% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
20,289
shares
|
$6.09 Million
1.81% of portfolio
|
Q4 2025
Added 2.0%
|
|
|
Ttp Investments, Inc.
|
Oct 14, 2025 Q3 2025 |
20,280
shares
|
$6.09 Million
2.57% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
20,276
shares
|
$6.09 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
20,259
shares
|
$6.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
20,201
shares
|
$6.07 Million
1.92% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
20,177
shares
|
$6.06 Million
3.65% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
20,159
shares
|
$6.06 Million
1.03% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
20,132
shares
|
$6.05 Million
0.26% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
20,097
shares
|
$6.04 Million
1.75% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
20,094
shares
|
$6.04 Million
0.63% of portfolio
|
Q4 2022
Reduced 2.18%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
20,003
shares
|
$6.01 Million
0.55% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
19,999
shares
|
$6.01 Million
1.11% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
19,994
shares
|
$6.01 Million
2.87% of portfolio
|
Q3 2025
Added 39.19%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
19,968
shares
|
$6 Million
0.26% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 14, 2025 Q3 2025 |
19,967
shares
|
$6 Million
0.61% of portfolio
|
Q4 2023
Reduced 37.4%
|
|
|
Shaker Investments LLC
|
Oct 17, 2025 Q3 2025 |
19,921
shares
|
$5.98 Million
2.6% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
19,887
shares
|
$5.97 Million
1.21% of portfolio
|
Q4 2022
Added 167.87%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
19,853
shares
|
$5.96 Million
0.39% of portfolio
|
Q3 2025
Added 1.93%
|
|