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 5,333 institutions that hold shares in the stock, with a total of 2.09 Billion shares, which have been reported (via 13F filing form) to have a value of $652 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
11,173
shares
|
$3.48 Million
1.46% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
11,162
shares
|
$3.48 Million
1.7% of portfolio
|
Q2 2025
Reduced 24.08%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
11,160
shares
|
$3.48 Million
1.52% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Aug 15, 2025 Q2 2025 |
11,159
shares
|
$3.48 Million
2.34% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
11,140
shares
|
$3.47 Million
2.53% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
11,131
shares
|
$3.47 Million
0.6% of portfolio
|
Q2 2025
Added 20.94%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
11,130
shares
|
$3.47 Million
1.37% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
11,104
shares
|
$3.46 Million
1.59% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
11,096
shares
|
$3.46 Million
2.59% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
11,089
shares
|
$3.46 Million
0.83% of portfolio
|
Q2 2025
Reduced 44.51%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
11,076
shares
|
$3.45 Million
2.41% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Aug 13, 2025 Q2 2025 |
11,075
shares
|
$3.45 Million
2.4% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
11,074
shares
|
$3.45 Million
0.37% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
11,069
shares
|
$3.45 Million
1.15% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
11,061
shares
|
$3.45 Million
0.65% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Carmignac Gestion
Paris, I0 |
Aug 13, 2025 Q2 2025 |
11,057
shares
|
$3.45 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.32%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
11,024
shares
|
$3.44 Million
0.86% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
11,022
shares
|
$3.44 Million
0.34% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Red Jay Asset Management Inc.
Toronto, A6 |
Jul 31, 2025 Q2 2025 |
11,000
shares
|
$3.43 Million
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
10,999
shares
|
$3.43 Million
2.16% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
10,994
shares
|
$3.43 Million
1.46% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
10,992
shares
|
$3.43 Million
2.52% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
10,991
shares
|
$3.43 Million
1.28% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Legato Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
10,985
shares
|
$3.42 Million
0.4% of portfolio
|
Q3 2024
Reduced 25.37%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
10,973
shares
|
$3.42 Million
0.29% of portfolio
|
Q2 2025
Added 9.31%
|