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 |
|---|---|---|---|---|---|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
84,667
shares
|
$26.4 Million
0.92% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
84,638
shares
|
$26.4 Million
1.21% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Jul 17, 2025 Q2 2025 |
83,987
shares
|
$26.2 Million
1.35% of portfolio
|
Q1 2025
Added 120.39%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
83,796
shares
|
$26.1 Million
0.47% of portfolio
|
Q4 2023
Added 1.9%
|
|
|
Dnca Finance
Paris, I0 |
Aug 13, 2025 Q2 2025 |
83,727
shares
|
$26.1 Million
1.85% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
83,362
shares
|
$26 Million
3.23% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
83,349
shares
|
$26 Million
1.76% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
83,307
shares
|
$26 Million
1.29% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
83,188
shares
|
$25.9 Million
0.62% of portfolio
|
Q2 2025
Added 36.49%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
83,169
shares
|
$25.9 Million
8.54% of portfolio
|
Q2 2025
Added 210.97%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
83,059
shares
|
$25.9 Million
1.48% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
82,956
shares
|
$25.9 Million
1.7% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
82,885
shares
|
$25.8 Million
0.7% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
82,574
shares
|
$25.7 Million
1.68% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
82,557
shares
|
$25.7 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
82,412
shares
|
$25.7 Million
3.32% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
82,122
shares
|
$25.6 Million
0.41% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
82,012
shares
|
$25.6 Million
0.41% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
81,810
shares
|
$25.5 Million
2.92% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
81,288
shares
|
$25.3 Million
2.28% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Railway Pension Investments LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
81,164
shares
|
$25.3 Million
0.34% of portfolio
|
Q2 2025
Reduced 45.18%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
80,867
shares
|
$25.2 Million
2.79% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
80,771
shares
|
$25.2 Million
0.96% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
80,693
shares
|
$25.2 Million
0.29% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
80,627
shares
|
$25.1 Million
1.77% of portfolio
|
Q2 2025
Reduced 4.04%
|