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 |
|---|---|---|---|---|---|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
94,844
shares
|
$29.6 Million
0.48% of portfolio
|
Q2 2023
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
94,796
shares
|
$29.6 Million
0.8% of portfolio
|
Q2 2022
Reduced 9.25%
|
|
|
Easterly Investment Partners LLC
|
Jul 29, 2025 Q2 2025 |
94,696
shares
|
$29.5 Million
1.99% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
94,569
shares
|
$29.5 Million
1.25% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
94,334
shares
|
$29.4 Million
1.99% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
94,234
shares
|
$29.4 Million
0.1% of portfolio
|
Q3 2022
Added 29.0%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
94,132
shares
|
$29.3 Million
2.09% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
94,073
shares
|
$29.3 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Thornburg Investment Management Inc
|
Aug 12, 2025 Q2 2025 |
93,487
shares
|
$29.1 Million
0.38% of portfolio
|
Q2 2025
Reduced 83.82%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
93,308
shares
|
$29.1 Million
3.21% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
93,188
shares
|
$29.1 Million
3.94% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
92,945
shares
|
$29 Million
0.67% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
92,869
shares
|
$29 Million
1.8% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
92,725
shares
|
$28.9 Million
0.7% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
92,604
shares
|
$28.9 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Covea Finance
|
Jul 15, 2025 Q2 2025 |
92,600
shares
|
$28.9 Million
1.0% of portfolio
|
Q2 2025
Added 50.08%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
92,587
shares
|
$28.9 Million
2.84% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
92,493
shares
|
$28.8 Million
2.78% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
92,372
shares
|
$28.8 Million
2.97% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
92,242
shares
|
$28.8 Million
3.86% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
92,204
shares
|
$28.7 Million
0.91% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
92,194
shares
|
$28.7 Million
5.43% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
92,188
shares
|
$28.7 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
92,174
shares
|
$28.7 Million
0.87% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
91,665
shares
|
$28.6 Million
2.56% of portfolio
|
Q2 2025
Reduced 0.44%
|