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 |
|---|---|---|---|---|---|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
8,632
shares
|
$2.69 Million
0.98% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,622
shares
|
$2.69 Million
0.4% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
8,604
shares
|
$2.68 Million
1.47% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
8,602
shares
|
$2.68 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
8,600
shares
|
$2.68 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,600
shares
|
$2.68 Million
1.26% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Citadel Investment Advisory, Inc.
|
Aug 05, 2025 Q2 2025 |
8,599
shares
|
$2.68 Million
1.16% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
8,593
shares
|
$2.68 Million
1.2% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
8,585
shares
|
$2.68 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
8,579
shares
|
$2.67 Million
2.16% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
M. Kraus & CO
|
Jul 24, 2025 Q2 2025 |
8,572
shares
|
$2.67 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
8,563
shares
|
$2.67 Million
0.63% of portfolio
|
Q2 2025
Added 41.14%
|
|
|
Texas Capital Bancshares Inc
|
Aug 13, 2025 Q2 2025 |
8,559
shares
|
$2.67 Million
0.91% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
8,551
shares
|
$2.67 Million
0.97% of portfolio
|
Q2 2025
Added 131.55%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
8,544
shares
|
$2.66 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
8,540
shares
|
$2.66 Million
0.33% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
8,540
shares
|
$2.66 Million
1.34% of portfolio
|
Q2 2025
Reduced 20.62%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
8,538
shares
|
$2.66 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
8,535
shares
|
$2.66 Million
0.33% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
8,533
shares
|
$2.66 Million
1.36% of portfolio
|
Q4 2024
Added 26.41%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
8,526
shares
|
$2.66 Million
0.46% of portfolio
|
Q3 2023
Added 1.82%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
8,525
shares
|
$2.66 Million
0.42% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
8,500
shares
|
$2.65 Million
1.07% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Management Associates
New York, NY |
Aug 05, 2025 Q2 2025 |
8,500
shares
|
$2.65 Million
4.63% of portfolio
|
Q1 2025
Reduced 30.34%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
8,494
shares
|
$2.65 Million
0.97% of portfolio
|
Q1 2025
Reduced 3.41%
|