JPM JPMorgan Chase & Co.
JPMorgan Chase & Co. (JPM) Institutional Ownership
What the institutions did with JPM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 609.4K | 24.6% |
| EASTERN BANK | 408.7K | 16.5% |
| PARK NATIONAL CORP /OH/ | 289.5K | 11.7% |
| MassMutual Private Wealth & Trust, FSB | 251.7K | 10.2% |
| ARGENT CAPITAL MANAGEMENT LLC | 188.3K | 7.6% |
| NEVILLE RODIE & SHAW INC | 128.2K | 5.2% |
| ROCKLAND TRUST CO | 82.8K | 3.3% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 73.4K | 3.0% |
| TOMPKINS FINANCIAL CORP | 64.0K | 2.6% |
| CX Institutional | 44.8K | 1.8% |
| Stonebridge Financial Group, LLC | 38.7K | 1.6% |
| Violich Capital Management, Inc. | 34.3K | 1.4% |
| Coastline Trust Co | 26.4K | 1.1% |
| Montecito Bank & Trust | 25.8K | 1.0% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 22.0K | 0.9% |
| DOLIVER ADVISORS, LP | 21.0K | 0.8% |
| Boltwood Capital Management | 17.1K | 0.7% |
| Central Pacific Bank - Trust Division | 11.7K | 0.5% |
| Versant Capital Management, Inc | 11.0K | 0.4% |
| Adelphi Trust Co | 10.0K | 0.4% |
| CACTI ASSET MANAGEMENT LLC | 9.7K | 0.4% |
| GoalVest Advisory LLC | 9.7K | 0.4% |
| First Citizens Financial Corp | 9.6K | 0.4% |
| PRIVATE CLIENT SERVICES, LLC | 8.9K | 0.4% |
| Global Wealth Strategies & Associates | 8.5K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 728.2K | 609.4K | -118.8K |
| CX Institutional | Increased | 29.5K | 44.8K | +15.3K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 263.6K | 251.7K | -11.9K |
| PARK NATIONAL CORP /OH/ | Reduced | 299.3K | 289.5K | -9.8K |
| ARGENT CAPITAL MANAGEMENT LLC | Reduced | 194.4K | 188.3K | -6.2K |
| Coastline Trust Co | Reduced | 29.0K | 26.4K | -2.6K |
| FIRST FINANCIAL BANK - TRUST DIVISION | Increased | 72.1K | 73.4K | +1.3K |
| PRIVATE CLIENT SERVICES, LLC | Reduced | 9.9K | 8.9K | -1.1K |
| Violich Capital Management, Inc. | Increased | 33.3K | 34.3K | +1.0K |
| Central Pacific Bank - Trust Division | Reduced | 12.7K | 11.7K | -1.0K |
| TOMPKINS FINANCIAL CORP | Reduced | 64.9K | 64.0K | -912 |
| DOLIVER ADVISORS, LP | Reduced | 21.8K | 21.0K | -807 |
| Stonebridge Financial Group, LLC | Increased | 38.1K | 38.7K | +633 |
| NEVILLE RODIE & SHAW INC | Reduced | 128.7K | 128.2K | -568 |
| Global Wealth Strategies & Associates | Increased | 8.0K | 8.5K | +522 |
| ROCKLAND TRUST CO | Reduced | 83.2K | 82.8K | -420 |
| CACTI ASSET MANAGEMENT LLC | Reduced | 10.1K | 9.7K | -350 |
| Versant Capital Management, Inc | Increased | 10.7K | 11.0K | +323 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 8.3K | 8.0K | -262 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 2.7K | 3.0K | +241 |
| Miller Global Investments, LLC | Reduced | 334 | 115 | -219 |
| Ballew Advisors, Inc | Reduced | 1.2K | 990 | -208 |
| CapWealth Advisors, LLC | Increased | 3.0K | 3.2K | +157 |
| Adelphi Trust Co | Increased | 9.8K | 10.0K | +156 |
| Heartwood Wealth Advisors LLC | Increased | 7.2K | 7.4K | +154 |
| Roxbury Financial LLC | Increased | 8.4K | 8.5K | +153 |
| Boltwood Capital Management | Increased | 16.9K | 17.1K | +127 |
| Olistico Wealth, LLC | Reduced | 5.8K | 5.7K | -86 |
| Noble Wealth Management PBC | Reduced | 1.8K | 1.7K | -74 |
| COLLECTIVE FAMILY OFFICE LLC | Reduced | 3.0K | 3.0K | -73 |
| Montecito Bank & Trust | Reduced | 25.9K | 25.8K | -65 |
| Rosenberg Matthew Hamilton | Reduced | 6.3K | 6.2K | -58 |
| GoalVest Advisory LLC | Increased | 9.7K | 9.7K | +54 |
| Hickory Point Bank & Trust | Reduced | 6.3K | 6.3K | -50 |
| EASTERN BANK | Reduced | 408.8K | 408.7K | -41 |
| Box Hill Private Wealth LLC | Reduced | 1.8K | 1.8K | -36 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 653 | 636 | -17 |
| Planning Strategies Inc. | Increased | 800 | 813 | +13 |
| Eastover Investment Advisors LLC | Reduced | 1.2K | 1.2K | -3 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.