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 |
|---|---|---|---|---|---|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
13,983
shares
|
$4.2 Million
1.22% of portfolio
|
Q3 2025
Reduced 48.05%
|
|
|
Qv Investors Inc.
|
Oct 30, 2025 Q3 2025 |
13,965
shares
|
$4.19 Million
0.38% of portfolio
|
Q3 2025
Reduced 32.97%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
13,942
shares
|
$4.19 Million
2.09% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jan 12, 2026 Q4 2025 |
13,934
shares
|
$4.19 Million
2.66% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
13,923
shares
|
$4.18 Million
0.63% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
13,903
shares
|
$4.18 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
13,899
shares
|
$4.17 Million
0.48% of portfolio
|
Q1 2023
Reduced 7.33%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
13,883
shares
|
$4.17 Million
0.31% of portfolio
|
Q4 2025
Reduced 0.9%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
13,882
shares
|
$4.17 Million
1.19% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
13,878
shares
|
$4.17 Million
0.95% of portfolio
|
Q2 2025
Added 23.34%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
13,876
shares
|
$4.17 Million
0.47% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
13,862
shares
|
$4.16 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
13,857
shares
|
$4.16 Million
1.0% of portfolio
|
Q4 2025
Reduced 0.57%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
13,857
shares
|
$4.16 Million
0.38% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
13,846
shares
|
$4.16 Million
0.55% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
13,834
shares
|
$4.16 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
13,816
shares
|
$4.15 Million
1.69% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
13,815
shares
|
$4.15 Million
1.25% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
13,804
shares
|
$4.15 Million
1.11% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
13,792
shares
|
$4.14 Million
1.12% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
13,783
shares
|
$4.14 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 14, 2025 Q3 2025 |
13,755
shares
|
$4.13 Million
2.28% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
13,705
shares
|
$4.12 Million
1.64% of portfolio
|
Q3 2025
Reduced 27.94%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
13,687
shares
|
$4.11 Million
0.43% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
13,682
shares
|
$4.11 Million
1.33% of portfolio
|
Q3 2025
Added 23.23%
|
|