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 |
|---|---|---|---|---|---|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
111,045
shares
|
$34.6 Million
1.06% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
110,783
shares
|
$34.5 Million
2.7% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
110,531
shares
|
$34.5 Million
5.34% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
110,480
shares
|
$34.4 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
110,467
shares
|
$34.4 Million
4.18% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
110,301
shares
|
$34.4 Million
1.69% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
110,046
shares
|
$34.3 Million
1.16% of portfolio
|
Q2 2025
Reduced 12.32%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
109,787
shares
|
$34.2 Million
0.39% of portfolio
|
Q2 2024
Added 2.73%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
108,900
shares
|
$33.9 Million
0.89% of portfolio
|
Q2 2025
Reduced 43.98%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
108,854
shares
|
$33.9 Million
1.38% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
108,244
shares
|
$33.7 Million
2.41% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
108,215
shares
|
$33.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 84.27%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
108,075
shares
|
$33.7 Million
2.52% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
108,068
shares
|
$33.7 Million
0.88% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
108,025
shares
|
$33.7 Million
2.83% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
107,930
shares
|
$33.6 Million
5.67% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
107,775
shares
|
$33.6 Million
0.79% of portfolio
|
Q2 2025
Added 19.58%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
107,490
shares
|
$33.5 Million
1.97% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
107,270
shares
|
$33.4 Million
2.94% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
106,755
shares
|
$33.3 Million
0.62% of portfolio
|
Q3 2022
Added 0.49%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
106,477
shares
|
$33.2 Million
1.33% of portfolio
|
Q2 2025
Added 130.31%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
106,008
shares
|
$33 Million
1.44% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Ss&H Financial Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
105,540
shares
|
$32.9 Million
10.39% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Aug 14, 2025 Q2 2025 |
105,471
shares
|
$32.9 Million
0.62% of portfolio
|
Q2 2024
Reduced 11.94%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
105,234
shares
|
$32.8 Million
1.92% of portfolio
|
Q2 2025
Added 4.07%
|