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 |
|---|---|---|---|---|---|
|
Torray LLC
|
Aug 05, 2025 Q2 2025 |
53,404
shares
|
$16.6 Million
2.35% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
Clough Capital Partners L P
Boston, MA |
Aug 14, 2025 Q2 2025 |
53,400
shares
|
$16.6 Million
1.54% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
53,341
shares
|
$16.6 Million
0.51% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
53,319
shares
|
$16.6 Million
4.11% of portfolio
|
Q2 2025
Added 31.05%
|
|
|
Alpine Woods Capital Investors, LLC
|
Jul 28, 2025 Q2 2025 |
53,090
shares
|
$16.6 Million
3.24% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Aug 05, 2025 Q2 2025 |
53,068
shares
|
$16.5 Million
1.96% of portfolio
|
Q2 2025
Added 42.07%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
53,028
shares
|
$16.5 Million
1.81% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
52,832
shares
|
$16.5 Million
0.51% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
52,680
shares
|
$16.4 Million
0.62% of portfolio
|
Q2 2025
Added 70.58%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
52,654
shares
|
$16.4 Million
0.86% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
52,603
shares
|
$16.4 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
52,585
shares
|
$16.4 Million
0.68% of portfolio
|
Q2 2025
Added 76.19%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
52,566
shares
|
$16.4 Million
0.11% of portfolio
|
Q2 2025
Reduced 19.4%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
52,525
shares
|
$16.4 Million
0.49% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
52,522
shares
|
$16.4 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Hoertkorn Richard Charles
|
Jul 07, 2025 Q2 2025 |
52,412
shares
|
$16.3 Million
8.56% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 07, 2025 Q2 2025 |
52,356
shares
|
$16.3 Million
2.71% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
52,244
shares
|
$16.3 Million
0.03% of portfolio
|
Q3 2024
Added 1741366.62%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
52,216
shares
|
$16.3 Million
2.4% of portfolio
|
Q2 2025
Added 28.79%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
52,161
shares
|
$16.3 Million
1.17% of portfolio
|
Q2 2025
Reduced 23.9%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
52,083
shares
|
$16.2 Million
2.15% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
52,058
shares
|
$16.2 Million
2.34% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Matthew 25 Management Corp
|
Aug 05, 2025 Q2 2025 |
52,000
shares
|
$16.2 Million
5.33% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
51,951
shares
|
$16.2 Million
3.55% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
51,924
shares
|
$16.2 Million
1.14% of portfolio
|
Q2 2025
Added 8.95%
|