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 |
|---|---|---|---|---|---|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
131,529
shares
|
$41 Million
2.83% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
131,498
shares
|
$41 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
130,136
shares
|
$40.6 Million
1.8% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
129,622
shares
|
$40.4 Million
1.37% of portfolio
|
Q2 2025
Added 35.59%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
129,469
shares
|
$40.4 Million
0.5% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
129,067
shares
|
$40.2 Million
2.65% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
128,570
shares
|
$40.1 Million
4.67% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
128,248
shares
|
$40 Million
0.74% of portfolio
|
Q1 2024
Reduced 4.31%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
128,053
shares
|
$39.9 Million
2.06% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
127,986
shares
|
$39.9 Million
1.17% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
127,335
shares
|
$39.7 Million
0.85% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
126,848
shares
|
$39.5 Million
2.52% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
126,622
shares
|
$39.5 Million
1.79% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
126,494
shares
|
$39.4 Million
3.06% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
126,034
shares
|
$39.3 Million
0.6% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
126,021
shares
|
$39.3 Million
3.92% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
125,952
shares
|
$39.3 Million
0.39% of portfolio
|
Q3 2022
Added 1.07%
|
|
|
Oak Associates LTD
Akron, OH |
Aug 12, 2025 Q2 2025 |
125,638
shares
|
$39.2 Million
2.42% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Aug 14, 2025 Q2 2025 |
125,397
shares
|
$39.1 Million
1.24% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
125,066
shares
|
$39 Million
5.57% of portfolio
|
Q1 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
125,058
shares
|
$39 Million
0.69% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Dkrt Investments Corp.
Toronto, |
Aug 14, 2025 Q2 2025 |
125,000
shares
|
$39 Million
8.79% of portfolio
|
Q2 2025
New holding
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
124,964
shares
|
$39 Million
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
124,804
shares
|
$38.9 Million
1.9% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
Aug 14, 2025 Q2 2025 |
124,625
shares
|
$38.9 Million
4.11% of portfolio
|
Q2 2025
Reduced 11.06%
|