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 |
|---|---|---|---|---|---|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
62,415
shares
|
$19.5 Million
2.41% of portfolio
|
Q1 2023
Added 99.75%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
62,274
shares
|
$19.4 Million
0.84% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Addenda Capital Inc.
|
Jul 17, 2025 Q2 2025 |
62,232
shares
|
$19.4 Million
0.89% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
62,222
shares
|
$19.4 Million
0.95% of portfolio
|
Q3 2022
Reduced 15.51%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
62,161
shares
|
$19.4 Million
1.58% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Sara Bay Financial
|
Jul 15, 2025 Q2 2025 |
61,964
shares
|
$19.3 Million
6.73% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
61,939
shares
|
$19.3 Million
1.85% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
61,917
shares
|
$19.3 Million
2.91% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
61,772
shares
|
$19.3 Million
2.93% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
61,564
shares
|
$19.2 Million
1.32% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
61,533
shares
|
$19.2 Million
2.63% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
61,445
shares
|
$19.2 Million
4.7% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
61,369
shares
|
$19.1 Million
1.28% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Carmel Capital Management L.L.C.
|
Aug 05, 2025 Q2 2025 |
61,272
shares
|
$19.1 Million
6.29% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
61,152
shares
|
$19.1 Million
1.4% of portfolio
|
Q2 2025
Added 751.46%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
61,144
shares
|
$19.1 Million
3.91% of portfolio
|
Q2 2022
Reduced 6.22%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
61,000
shares
|
$19 Million
2.15% of portfolio
|
Q2 2024
Reduced 18.45%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
60,967
shares
|
$19 Million
1.4% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
60,730
shares
|
$18.9 Million
3.13% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Vantage Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
60,441
shares
|
$18.8 Million
1.33% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
59,895
shares
|
$18.7 Million
1.89% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Aug 14, 2025 Q2 2025 |
59,873
shares
|
$18.7 Million
4.28% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Ar Asset Management Inc
|
Aug 05, 2025 Q2 2025 |
59,825
shares
|
$18.7 Million
3.85% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
59,809
shares
|
$18.6 Million
2.6% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
59,781
shares
|
$18.6 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.65%
|