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 |
|---|---|---|---|---|---|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
105,023
shares
|
$32.7 Million
0.55% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
104,514
shares
|
$32.6 Million
1.63% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Aug 06, 2025 Q2 2025 |
104,400
shares
|
$32.5 Million
0.44% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
104,353
shares
|
$32.5 Million
2.41% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
104,044
shares
|
$32.4 Million
0.45% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
103,846
shares
|
$32.4 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
103,470
shares
|
$32.3 Million
4.23% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
103,297
shares
|
$32.2 Million
0.96% of portfolio
|
Q2 2025
Reduced 28.25%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
103,068
shares
|
$32.1 Million
1.14% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
102,272
shares
|
$31.9 Million
2.25% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
102,110
shares
|
$31.8 Million
2.1% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
101,704
shares
|
$31.7 Million
0.37% of portfolio
|
Q2 2025
Added 360.05%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
101,520
shares
|
$31.6 Million
1.19% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
101,427
shares
|
$31.6 Million
1.35% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
101,311
shares
|
$31.6 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
101,172
shares
|
$31.5 Million
0.72% of portfolio
|
Q2 2025
Reduced 17.05%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
100,270
shares
|
$31.3 Million
2.34% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
100,210
shares
|
$31.2 Million
2.18% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Ardevora Asset Management LLP
|
Feb 01, 2024 Q4 2023 |
99,857
shares
|
$31.1 Million
1.51% of portfolio
|
Q4 2023
Reduced 43.87%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
99,680
shares
|
$31.1 Million
2.47% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
99,610
shares
|
$31.1 Million
0.99% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
99,580
shares
|
$31 Million
3.52% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Aug 12, 2025 Q2 2025 |
99,190
shares
|
$30.9 Million
1.82% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Cadinha & CO LLC
|
Jul 30, 2025 Q2 2025 |
99,125
shares
|
$30.9 Million
4.77% of portfolio
|
Q2 2025
Added 66.09%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
99,057
shares
|
$30.9 Million
3.72% of portfolio
|
Q2 2025
Reduced 0.29%
|