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 |
|---|---|---|---|---|---|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
10,070
shares
|
$3.14 Million
0.29% of portfolio
|
N/A
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
10,060
shares
|
$3.14 Million
0.29% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
10,051
shares
|
$3.13 Million
1.09% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
10,041
shares
|
$3.13 Million
1.3% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
10,041
shares
|
$3.13 Million
1.09% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
10,039
shares
|
$3.13 Million
1.78% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
10,033
shares
|
$3.13 Million
1.77% of portfolio
|
Q2 2025
Added 24.29%
|
|
|
United Fire Group Inc
Cedar Rapids, IA |
Feb 13, 2024 Q4 2023 |
10,000
shares
|
$3.12 Million
3.09% of portfolio
|
Q3 2023
Reduced 56.52%
|
|
|
Advent Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$3.12 Million
1.49% of portfolio
|
Q2 2025
New holding
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
9,991
shares
|
$3.11 Million
0.86% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
9,991
shares
|
$3.11 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
9,981
shares
|
$3.11 Million
0.24% of portfolio
|
Q2 2025
Added 23.53%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
9,952
shares
|
$3.1 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
9,943
shares
|
$3.1 Million
1.52% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
9,934
shares
|
$3.1 Million
2.56% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
9,933
shares
|
$3.1 Million
1.98% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
9,917
shares
|
$3.09 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
9,914
shares
|
$3.09 Million
0.68% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
9,905
shares
|
$3.09 Million
1.81% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
9,884
shares
|
$3.08 Million
1.16% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jul 31, 2025 Q2 2025 |
9,875
shares
|
$3.08 Million
0.55% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
9,868
shares
|
$3.08 Million
1.78% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
9,853
shares
|
$3.07 Million
1.1% of portfolio
|
Q2 2025
Added 38.35%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
9,850
shares
|
$3.07 Million
2.34% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Sather Financial Group Inc
|
Jul 25, 2025 Q2 2025 |
9,844
shares
|
$3.07 Million
0.19% of portfolio
|
Q2 2025
Added 0.95%
|