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 |
|---|---|---|---|---|---|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Aug 26, 2025 Q2 2025 |
74,107
shares
|
$23.1 Million
2.26% of portfolio
|
Q2 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
73,899
shares
|
$23 Million
0.46% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
73,561
shares
|
$22.9 Million
1.06% of portfolio
|
Q2 2025
Reduced 31.5%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
73,372
shares
|
$22.9 Million
1.61% of portfolio
|
Q4 2022
Reduced 1.11%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
73,317
shares
|
$22.9 Million
1.1% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
73,248
shares
|
$22.8 Million
1.83% of portfolio
|
Q3 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
73,131
shares
|
$22.8 Million
0.26% of portfolio
|
Q2 2025
Added 15.03%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
72,993
shares
|
$22.8 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
72,957
shares
|
$22.7 Million
2.12% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
72,700
shares
|
$22.7 Million
0.73% of portfolio
|
Q4 2021
Reduced 14.6%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
72,687
shares
|
$22.7 Million
2.69% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
72,687
shares
|
$22.7 Million
2.09% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
72,456
shares
|
$22.6 Million
1.97% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
72,299
shares
|
$22.5 Million
2.94% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Osher Van De Voorde Investment Management
|
Jul 11, 2025 Q2 2025 |
72,287
shares
|
$22.5 Million
5.24% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
72,203
shares
|
$22.5 Million
2.81% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
72,055
shares
|
$22.5 Million
2.6% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
71,714
shares
|
$22.4 Million
2.36% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
71,665
shares
|
$22.3 Million
1.34% of portfolio
|
Q4 2024
Reduced 14.38%
|
|
|
Richard C. Young & Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
71,490
shares
|
$22.3 Million
2.2% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
71,113
shares
|
$22.2 Million
0.79% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
71,045
shares
|
$22.1 Million
1.21% of portfolio
|
Q2 2025
Reduced 20.63%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Aug 07, 2025 Q2 2025 |
70,688
shares
|
$22 Million
1.49% of portfolio
|
Q2 2025
Reduced 86.79%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Jul 31, 2025 Q2 2025 |
70,586
shares
|
$22 Million
0.86% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
70,278
shares
|
$21.9 Million
0.21% of portfolio
|
Q2 2025
Reduced 17.93%
|