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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
91,639
shares
|
$28.6 Million
1.82% of portfolio
|
Q2 2023
Reduced 0.06%
|
|
|
Kodai Capital Management LP
Chicago, IL |
May 15, 2025 Q1 2025 |
91,534
shares
|
$28.5 Million
0.89% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
91,188
shares
|
$28.4 Million
4.44% of portfolio
|
Q3 2022
Reduced 1.56%
|
|
|
Premier Fund Managers LTD
|
Aug 11, 2025 Q2 2025 |
91,054
shares
|
$28.4 Million
0.95% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
90,885
shares
|
$28.3 Million
0.79% of portfolio
|
Q3 2022
Reduced 33.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
90,859
shares
|
$28.3 Million
0.4% of portfolio
|
Q2 2020
Reduced 16.94%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
90,766
shares
|
$28.3 Million
3.26% of portfolio
|
Q4 2022
Added 0.21%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
90,484
shares
|
$28.2 Million
1.29% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Cincinnati Financial Corp
|
Aug 07, 2025 Q2 2025 |
90,000
shares
|
$28.1 Million
0.56% of portfolio
|
Q2 2019
Added 50.0%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
89,568
shares
|
$27.9 Million
1.02% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
89,526
shares
|
$27.9 Million
1.92% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
89,451
shares
|
$27.9 Million
0.56% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
89,147
shares
|
$27.8 Million
0.16% of portfolio
|
Q2 2025
Reduced 30.75%
|
|
|
Dupont Capital Management Corp
|
Jul 30, 2025 Q2 2025 |
89,042
shares
|
$27.8 Million
2.82% of portfolio
|
Q2 2025
Reduced 15.75%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
89,004
shares
|
$27.7 Million
2.45% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
88,979
shares
|
$27.7 Million
2.26% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
88,956
shares
|
$27.7 Million
2.64% of portfolio
|
N/A
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
88,907
shares
|
$27.7 Million
2.3% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
88,812
shares
|
$27.7 Million
5.27% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
88,807
shares
|
$27.7 Million
2.5% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
88,655
shares
|
$27.6 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
88,215
shares
|
$27.5 Million
0.48% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
87,955
shares
|
$27.4 Million
0.73% of portfolio
|
Q1 2025
Added 44.12%
|
|
|
Sienna Gestion
Paris, I0 |
Aug 06, 2025 Q2 2025 |
87,773
shares
|
$27.4 Million
1.63% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
87,294
shares
|
$27.2 Million
0.71% of portfolio
|
Q2 2025
Reduced 3.23%
|