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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
51,886
shares
|
$16.2 Million
2.24% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
51,820
shares
|
$16.2 Million
0.83% of portfolio
|
Q2 2025
Reduced 40.28%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
51,803
shares
|
$16.1 Million
3.07% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
51,753
shares
|
$16.1 Million
3.35% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
51,604
shares
|
$16.1 Million
4.17% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
51,570
shares
|
$16.1 Million
0.43% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
51,506
shares
|
$16.1 Million
0.68% of portfolio
|
Q4 2023
Added 13.97%
|
|
|
Kinsale Capital Group, Inc.
|
Aug 06, 2025 Q2 2025 |
51,477
shares
|
$16 Million
3.08% of portfolio
|
Q2 2025
Added 10.09%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
51,308
shares
|
$16 Million
3.01% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Aug 13, 2025 Q2 2025 |
51,287
shares
|
$16 Million
0.06% of portfolio
|
Q2 2025
Reduced 37.81%
|
|
|
Miramar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
51,267
shares
|
$16 Million
3.62% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
51,210
shares
|
$16 Million
4.49% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
51,193
shares
|
$16 Million
0.73% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
51,137
shares
|
$15.9 Million
4.1% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
51,081
shares
|
$15.9 Million
1.72% of portfolio
|
Q1 2024
Added 114.3%
|
|
|
Rokos Capital Management LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
51,067
shares
|
$15.9 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Aug 13, 2025 Q2 2025 |
50,950
shares
|
$15.9 Million
0.56% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
50,896
shares
|
$15.9 Million
0.98% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
50,806
shares
|
$15.8 Million
10.05% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Inlet Private Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
50,464
shares
|
$15.7 Million
3.8% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
50,440
shares
|
$15.7 Million
2.29% of portfolio
|
Q3 2023
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
50,392
shares
|
$15.7 Million
4.34% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Aug 13, 2025 Q2 2025 |
50,333
shares
|
$15.7 Million
4.74% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
50,261
shares
|
$15.7 Million
1.83% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
50,187
shares
|
$15.6 Million
3.32% of portfolio
|
Q2 2025
Added 0.2%
|