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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
116,285
shares
|
$36.3 Million
1.28% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
116,234
shares
|
$36.2 Million
0.23% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
115,980
shares
|
$36.2 Million
1.32% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
115,887
shares
|
$36.1 Million
5.23% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
115,819
shares
|
$36.1 Million
1.74% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
115,767
shares
|
$36.1 Million
2.63% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
115,465
shares
|
$36 Million
2.22% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
115,294
shares
|
$35.9 Million
0.3% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
115,206
shares
|
$35.9 Million
0.84% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Tam Capital Management Inc.
Stamford, CT |
Aug 15, 2025 Q2 2025 |
114,518
shares
|
$35.7 Million
47.86% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
114,468
shares
|
$35.7 Million
9.16% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
113,722
shares
|
$35.5 Million
1.77% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
113,510
shares
|
$35.4 Million
1.63% of portfolio
|
Q2 2025
Reduced 17.85%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
113,250
shares
|
$35.3 Million
0.57% of portfolio
|
Q2 2025
Added 14.26%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
112,773
shares
|
$35.2 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
112,768
shares
|
$35.2 Million
3.89% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
112,701
shares
|
$35.1 Million
3.81% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Jul 25, 2025 Q2 2025 |
112,538
shares
|
$35.1 Million
6.26% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
112,428
shares
|
$35 Million
0.79% of portfolio
|
Q1 2024
Reduced 21.92%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
112,017
shares
|
$34.9 Million
2.1% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
111,909
shares
|
$34.9 Million
3.53% of portfolio
|
Q2 2025
Reduced 10.45%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
111,860
shares
|
$34.9 Million
2.55% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
111,715
shares
|
$34.8 Million
1.35% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
111,395
shares
|
$34.7 Million
0.39% of portfolio
|
Q2 2025
Reduced 17.13%
|
|
|
Absher Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
111,190
shares
|
$34.7 Million
4.09% of portfolio
|
Q2 2025
Reduced 5.65%
|