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 |
|---|---|---|---|---|---|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
99,012
shares
|
$30.9 Million
2.7% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
99,002
shares
|
$30.9 Million
3.21% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
98,545
shares
|
$30.7 Million
0.48% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
98,006
shares
|
$30.6 Million
1.76% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
97,875
shares
|
$30.5 Million
1.03% of portfolio
|
Q2 2022
Reduced -0.0%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
97,850
shares
|
$30.5 Million
2.13% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Rempart Asset Management Inc.
Montreal, Z4 |
Jul 17, 2025 Q2 2025 |
97,749
shares
|
$30.5 Million
5.56% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
97,353
shares
|
$30.3 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
97,085
shares
|
$30.3 Million
0.69% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
96,792
shares
|
$30.2 Million
2.66% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
96,671
shares
|
$30.1 Million
0.43% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
96,629
shares
|
$30.1 Million
1.15% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
96,494
shares
|
$30.1 Million
3.34% of portfolio
|
Q3 2023
Reduced 13.81%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
96,475
shares
|
$30.1 Million
0.66% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
96,415
shares
|
$30.1 Million
0.05% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
96,206
shares
|
$30 Million
1.5% of portfolio
|
Q2 2022
Reduced 1.24%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
96,146
shares
|
$30 Million
0.45% of portfolio
|
Q4 2023
Added 2.71%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
96,083
shares
|
$30 Million
1.9% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
96,052
shares
|
$29.9 Million
1.88% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
95,972
shares
|
$29.9 Million
2.57% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Aug 01, 2025 Q2 2025 |
95,144
shares
|
$29.7 Million
2.54% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
95,090
shares
|
$29.6 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
94,961
shares
|
$29.6 Million
1.24% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
94,921
shares
|
$29.6 Million
1.26% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Courant Investment Management LLC
|
Jul 28, 2025 Q2 2025 |
94,897
shares
|
$29.6 Million
22.27% of portfolio
|
Q4 2024
Reduced 13.41%
|