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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
65,511
shares
|
$20.4 Million
1.33% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
65,511
shares
|
$20.4 Million
2.83% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Bank Of Nova Scotia Trust CO
|
Aug 13, 2025 Q2 2025 |
65,261
shares
|
$20.3 Million
2.04% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
64,830
shares
|
$20.2 Million
1.24% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
64,611
shares
|
$20.1 Million
3.59% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
64,431
shares
|
$20.1 Million
1.31% of portfolio
|
Q2 2025
Added 2873.28%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
64,275
shares
|
$20 Million
3.35% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
64,092
shares
|
$20 Million
3.42% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
64,080
shares
|
$20 Million
5.74% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
64,023
shares
|
$20 Million
1.78% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
63,990
shares
|
$19.9 Million
0.34% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
63,875
shares
|
$19.9 Million
0.74% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
63,781
shares
|
$19.9 Million
1.12% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
63,513
shares
|
$19.8 Million
2.02% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
63,459
shares
|
$19.8 Million
1.38% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
63,341
shares
|
$19.7 Million
0.51% of portfolio
|
Q2 2022
Added 1.91%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
63,271
shares
|
$19.7 Million
0.35% of portfolio
|
Q2 2025
Reduced 41.41%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
63,115
shares
|
$19.7 Million
0.1% of portfolio
|
Q2 2022
Added 10.42%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
62,983
shares
|
$19.6 Million
0.8% of portfolio
|
Q2 2025
Reduced 13.45%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
62,851
shares
|
$19.6 Million
0.71% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
62,816
shares
|
$19.6 Million
3.36% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
62,772
shares
|
$19.6 Million
0.55% of portfolio
|
Q2 2025
Added 16.26%
|
|
|
Australian Super Pty LTD
|
Aug 01, 2025 Q2 2025 |
62,712
shares
|
$19.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 70.75%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
62,516
shares
|
$19.5 Million
0.02% of portfolio
|
Q2 2025
Added 253.2%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
62,496
shares
|
$19.5 Million
1.24% of portfolio
|
Q2 2025
Added 0.03%
|