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 |
|---|---|---|---|---|---|
|
Washington Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
9,280
shares
|
$2.89 Million
2.07% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
9,279
shares
|
$2.89 Million
1.78% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
9,276
shares
|
$2.89 Million
0.58% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
9,267
shares
|
$2.89 Million
0.26% of portfolio
|
Q3 2022
Reduced 16.9%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
9,255
shares
|
$2.89 Million
0.26% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Jul 31, 2025 Q2 2025 |
9,235
shares
|
$2.88 Million
2.51% of portfolio
|
Q2 2025
New holding
|
|
|
Reik & Co., LLC
|
Aug 07, 2025 Q2 2025 |
9,210
shares
|
$2.87 Million
0.71% of portfolio
|
Q2 2025
Added 237.12%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
9,191
shares
|
$2.87 Million
1.08% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
9,183
shares
|
$2.86 Million
1.0% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
9,178
shares
|
$2.86 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Aug 07, 2025 Q2 2025 |
9,165
shares
|
$2.86 Million
1.04% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
9,158
shares
|
$2.86 Million
1.69% of portfolio
|
Q2 2025
Added 19.14%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
9,141
shares
|
$2.85 Million
0.8% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,129
shares
|
$2.85 Million
0.33% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
9,115
shares
|
$2.84 Million
1.4% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
9,104
shares
|
$2.84 Million
1.28% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
9,090
shares
|
$2.83 Million
1.5% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
9,086
shares
|
$2.83 Million
0.74% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
9,086
shares
|
$2.83 Million
0.51% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
9,065
shares
|
$2.83 Million
0.91% of portfolio
|
Q2 2025
Added 342.2%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
9,060
shares
|
$2.82 Million
0.24% of portfolio
|
Q3 2023
Reduced 5.59%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
9,057
shares
|
$2.82 Million
1.52% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
9,056
shares
|
$2.82 Million
0.22% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
9,054
shares
|
$2.82 Million
1.22% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
9,050
shares
|
$2.82 Million
1.4% of portfolio
|
Q2 2025
Added 0.72%
|