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 |
|---|---|---|---|---|---|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
124,399
shares
|
$38.8 Million
1.51% of portfolio
|
Q2 2025
Added 15.42%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
124,376
shares
|
$38.8 Million
1.77% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Aug 12, 2025 Q2 2025 |
124,040
shares
|
$38.7 Million
3.1% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
123,591
shares
|
$38.5 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Abner Herrman & Brock LLC
|
Jul 07, 2025 Q2 2025 |
123,233
shares
|
$38.4 Million
3.99% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
122,157
shares
|
$38.1 Million
2.49% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
121,730
shares
|
$37.9 Million
2.68% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
121,506
shares
|
$37.9 Million
0.96% of portfolio
|
Q2 2022
Added 0.49%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
121,436
shares
|
$37.9 Million
0.62% of portfolio
|
Q2 2025
Added 15.41%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
121,026
shares
|
$37.7 Million
4.76% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
120,852
shares
|
$37.7 Million
0.2% of portfolio
|
Q2 2025
Reduced 46.05%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
120,558
shares
|
$37.6 Million
2.73% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
120,483
shares
|
$37.6 Million
0.76% of portfolio
|
Q2 2025
Added 28.24%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
120,133
shares
|
$37.5 Million
3.59% of portfolio
|
Q4 2020
Added 0.9%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
119,731
shares
|
$37.3 Million
0.74% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
119,560
shares
|
$37.3 Million
0.98% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Hosking Partners LLP
|
Aug 07, 2025 Q2 2025 |
119,366
shares
|
$37.2 Million
1.44% of portfolio
|
Q2 2025
Reduced 16.14%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
118,349
shares
|
$36.9 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
First Long Island Investors, LLC
|
Aug 12, 2025 Q2 2025 |
118,124
shares
|
$36.8 Million
2.69% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
117,632
shares
|
$36.7 Million
1.85% of portfolio
|
Q2 2025
Reduced 34.85%
|
|
|
Woodbridge CO LTD
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
117,593
shares
|
$36.7 Million
6.25% of portfolio
|
Q2 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
117,539
shares
|
$36.6 Million
3.03% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
117,054
shares
|
$36.5 Million
2.23% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
117,034
shares
|
$36.5 Million
0.66% of portfolio
|
Q1 2024
Added 1.26%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
116,534
shares
|
$36.3 Million
1.99% of portfolio
|
Q2 2025
Added 3.57%
|