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 |
|---|---|---|---|---|---|
|
Greystone Financial Group, LLC
|
Aug 07, 2025 Q2 2025 |
59,744
shares
|
$18.6 Million
2.92% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Jul 11, 2025 Q2 2025 |
59,721
shares
|
$18.6 Million
5.61% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
59,644
shares
|
$18.6 Million
2.59% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
59,632
shares
|
$18.6 Million
1.18% of portfolio
|
Q3 2023
Reduced 0.62%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
59,590
shares
|
$18.6 Million
1.18% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
59,520
shares
|
$18.6 Million
1.01% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Artemis Investment Management LLP
|
Aug 11, 2025 Q2 2025 |
59,405
shares
|
$18.5 Million
0.24% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
59,244
shares
|
$18.5 Million
0.78% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
59,106
shares
|
$18.4 Million
0.72% of portfolio
|
Q1 2023
Reduced 7.45%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
58,953
shares
|
$18.4 Million
1.1% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Buckley Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
58,950
shares
|
$18.4 Million
5.23% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
58,940
shares
|
$18.4 Million
1.56% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
58,741
shares
|
$18.3 Million
2.85% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
58,608
shares
|
$18.3 Million
2.39% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
58,583
shares
|
$18.3 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
58,554
shares
|
$18.3 Million
1.27% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Mitchell Capital Management CO
|
Jul 25, 2025 Q2 2025 |
58,405
shares
|
$18.2 Million
3.4% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
58,351
shares
|
$18.2 Million
1.91% of portfolio
|
Q4 2023
Reduced 5.24%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
58,209
shares
|
$18.1 Million
0.88% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
58,171
shares
|
$18.1 Million
2.82% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
58,066
shares
|
$18.1 Million
1.15% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
57,918
shares
|
$18.1 Million
1.15% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
57,808
shares
|
$18 Million
1.84% of portfolio
|
Q2 2025
Added 16.1%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
57,794
shares
|
$18 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
57,763
shares
|
$18 Million
2.83% of portfolio
|
Q2 2025
Added 1.0%
|