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 |
|---|---|---|---|---|---|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
49,949
shares
|
$15.6 Million
1.68% of portfolio
|
Q2 2023
New holding
|
|
|
Family Capital Trust CO
|
Jul 29, 2025 Q2 2025 |
49,894
shares
|
$15.6 Million
5.01% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
49,870
shares
|
$15.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 53.71%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
49,835
shares
|
$15.5 Million
4.24% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
49,727
shares
|
$15.5 Million
0.48% of portfolio
|
Q2 2025
Added 19.45%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
49,674
shares
|
$15.5 Million
0.23% of portfolio
|
Q2 2025
Added 18.61%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
49,664
shares
|
$15.5 Million
1.14% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
49,639
shares
|
$15.5 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
49,630
shares
|
$15.5 Million
0.55% of portfolio
|
Q4 2022
Reduced 0.23%
|
|
|
Hwg Holdings LP
Houston, TX |
Jul 10, 2025 Q2 2025 |
49,545
shares
|
$15.4 Million
4.43% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
49,414
shares
|
$15.4 Million
1.46% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
49,395
shares
|
$15.4 Million
1.97% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
49,333
shares
|
$15.4 Million
2.33% of portfolio
|
Q1 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
49,320
shares
|
$15.4 Million
1.03% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
49,228
shares
|
$15.3 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
49,148
shares
|
$15.3 Million
1.17% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Aug 14, 2025 Q2 2025 |
49,134
shares
|
$15.3 Million
0.06% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
49,116
shares
|
$15.3 Million
0.72% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
48,966
shares
|
$15.3 Million
1.77% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
48,932
shares
|
$15.3 Million
1.33% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
48,391
shares
|
$15.1 Million
0.65% of portfolio
|
Q2 2025
Added 19.68%
|
|
|
Adalta Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
48,212
shares
|
$15 Million
7.92% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
48,068
shares
|
$15 Million
0.25% of portfolio
|
Q2 2025
Added 147.7%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
48,068
shares
|
$15 Million
1.55% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
48,062
shares
|
$15 Million
1.59% of portfolio
|
Q2 2025
Reduced 1.5%
|