JPM · Company research
JPMorgan Chase & Co. (JPM): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2348 | 776789000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 230115 | 76128945000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9395 | 3108148 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8225 | 2721077 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9395 | 3108148 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| NICHOLS & PRATT ADVISERS LLP /MA | 1141781 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22148 | 7249705 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CBIZ Investment Advisory Services, LLC | 1795934 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2500 | 735370 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Plotkin Financial Advisors, LLC | 1826394 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1658 | 542713 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ARVEST INVESTMENTS, INC. | 1025038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25203 | 8249702 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3105 | 1016781 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Anderson Financial Strategies, LLC | 2018166 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1862 | 665218 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
| HighPoint Advisor Group LLC | 1616034 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 406840 | 33560209 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1442056 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 653 | 213746 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Encompass More Asset Management | 2011218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2134 | 698742 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Advisory Resource Group | 1764968 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1103 | 361045 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Targeted Financial Services LLC | 1758288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1196 | 391377 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1332811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3235 | 1042404 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Goldenstone Wealth Management LLC | 2109094 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4858 | 1590090 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| L & S Advisors Inc | 1392364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36341 | 11895612 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Plum Street Advisors, LLC | 2068236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2531 | 828472 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WealthShield Partners, LLC | 1729303 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26655 | 8724941 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rodgers Brothers Inc. | 1397290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8478 | 2775104 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Forum Private Client Group LLC | 1910636 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2693 | 881653 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| King Wealth Management Group | 1568235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80935 | 26492 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| VIKING GLOBAL INVESTORS LP | 1103804 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2899386 | 949056019 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Armbruster Capital Management, Inc. | 1664847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4820 | 1577731 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| NATIXIS | 1274981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1136716 | 372081248 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BURKE & HERBERT BANK & TRUST CO | 1101250 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11124 | 3641219 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Holocene Advisors, LP | 1700574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120442 | 39424280 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pinnacle West Asset Management, Inc. | 1975730 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13570 | 4442 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Schneider Downs Wealth Management Advisors, LP | 1665359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8889 | 2909708 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Ellsworth Advisors, LLC | 1843553 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2178 | 755540 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Rachor Investment Advisory Services, LLC | 2008792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 958 | 313433 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| RTD Financial Advisors, Inc. | 1810555 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2240 | 733220 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| WULFF, HANSEN & CO. | 108634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12005 | 3929597 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Blueprint Financial Advisors LLC | 2054129 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11552 | 3781209 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| High Probability Advisors, LLC | 2039415 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 824 | 269720 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| OMNI 360 Wealth, Inc. | 2010436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1157 | 378734 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| HMV Wealth Advisors, LLC | 2054904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6629 | 2169871 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Parkside Investments, LLC | 1706248 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2796 | 915075 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| R.H. Dinel Investment Counsel, Inc. | 1598352 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3892 | 1273968 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Strategic Wealth Advisors LLC | 2107449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 502 | 161 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Eastover Investment Advisors LLC | 1472800 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1182 | 386904 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Longbow Finance SA | 1965552 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46628 | 15262743 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Voya Financial Advisors, Inc. | 1424367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14585 | 4803659 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LiftPoint Family Wealth Advisors LLC | 2110810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2193 | 717835 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 2036922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14590 | 4775745 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FIRST NATIONAL BANK OF OMAHA | 36644 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 145790 | 47815399 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Security Financial Services, INC. | 1913590 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12249 | 4009531 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Walker Financial Services, Inc. | 1965479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1660 | 543572 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Management Group, Inc. | 1868491 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10848 | 3550720 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Aegis Wealth Management LLC | 1628818 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3605 | 1180025 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Banco BTG Pactual S.A. | 1536080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 762 | 249425 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Tortoise Investment Management, LLC | 1599511 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7492 | 2452431 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Alaska Wealth Advisors, LLC | 1731601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1239 | 405487 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Smith Thornton Advisors LLC | 2032436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6600 | 2207999 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 2026926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44183 | 14462535 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 330300 | 108117099 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AFFINITY INVESTMENT ADVISORS, LLC | 1520601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13621 | 4458562 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| McCollum Christoferson Group LLC | 1727573 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1098 | 359408 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5183400 | 1696682322 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IMG Wealth Management, Inc. | 2032103 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1517 | 496560 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| TKG Advisors, LLC | 1843275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9667 | 3164296 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17088 | 5593415 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 417600 | 136693008 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FOCUSED ALPHA, LLC | 2105062 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12533 | 4102513 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Third View Private Wealth, LLC | 2083406 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24775 | 8109723 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1901403 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28569 | 9351422 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Williams Jones Wealth Management, LLC. | 1788587 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 573004 | 187561437 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Hegarty Advisors, LLC | 2107727 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1883 | 616362 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Schear Investment Advisers, LLC | 1962838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14236 | 4659870 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| MidFirst Bank | 2077076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64768 | 21200649 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Centurion Wealth Management LLC | 1951368 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4808 | 1573857 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Trinity Wealth Management, LLC | 1685364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 732 | 239606 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| IHT Wealth Management, LLC | 1697490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50254 | 2545644 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Smithfield Trust Co | 1019754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21082 | 6903 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SEIZERT CAPITAL PARTNERS, LLC | 1134283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 216882 | 70991985 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SSA SWISS ADVISORS AG | 2066265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2799 | 172027 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WENDELL DAVID ASSOCIATES INC | 878228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3875 | 1269 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| TigerOak Management, L.L.C. | 2052586 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22761 | 7450358 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.