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 |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
67,232
shares
|
$21 Million
2.32% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
67,204
shares
|
$21 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Barbara Oil Co.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
67,000
shares
|
$20.9 Million
7.71% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
66,950
shares
|
$20.9 Million
1.72% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
66,932
shares
|
$20.9 Million
0.75% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
66,927
shares
|
$20.9 Million
0.57% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
66,796
shares
|
$20.8 Million
2.36% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
66,707
shares
|
$20.8 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Granite Investment Partners, LLC
|
Aug 13, 2025 Q2 2025 |
66,651
shares
|
$20.8 Million
1.0% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
66,632
shares
|
$20.8 Million
1.65% of portfolio
|
Q2 2025
Added 20.69%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
66,519
shares
|
$20.7 Million
0.71% of portfolio
|
Q2 2025
Reduced 32.92%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
66,491
shares
|
$20.7 Million
1.03% of portfolio
|
Q3 2022
Added 5.67%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
66,477
shares
|
$20.7 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
66,465
shares
|
$20.7 Million
7.16% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
66,448
shares
|
$20.7 Million
3.63% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
66,390
shares
|
$20.7 Million
0.73% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
66,359
shares
|
$20.7 Million
0.6% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
66,323
shares
|
$20.7 Million
2.01% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
66,287
shares
|
$20.7 Million
0.44% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
66,254
shares
|
$20.7 Million
5.21% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
65,923
shares
|
$20.6 Million
0.27% of portfolio
|
Q2 2025
Reduced 11.59%
|
|
|
Winslow Asset Management Inc
|
Aug 13, 2025 Q2 2025 |
65,874
shares
|
$20.5 Million
3.85% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
65,745
shares
|
$20.5 Million
1.66% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
65,660
shares
|
$20.5 Million
0.76% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
65,626
shares
|
$20.5 Million
1.08% of portfolio
|
Q2 2025
Added 27.07%
|