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 |
|---|---|---|---|---|---|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
47,996
shares
|
$15 Million
2.1% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
47,891
shares
|
$14.9 Million
1.13% of portfolio
|
Q2 2025
Added 51.91%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
47,703
shares
|
$14.9 Million
1.54% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
47,682
shares
|
$14.9 Million
3.76% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
47,654
shares
|
$14.9 Million
0.17% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
47,354
shares
|
$14.8 Million
3.18% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Stokes Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
47,312
shares
|
$14.7 Million
3.44% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
47,240
shares
|
$14.7 Million
3.75% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
47,101
shares
|
$14.7 Million
0.34% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
47,002
shares
|
$14.7 Million
3.1% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
46,932
shares
|
$14.6 Million
2.71% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
46,924
shares
|
$14.6 Million
0.91% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Fulcrum Capital LLC
|
Jul 24, 2025 Q2 2025 |
46,858
shares
|
$14.6 Million
2.98% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Aug 07, 2025 Q2 2025 |
46,820
shares
|
$14.6 Million
3.56% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
46,809
shares
|
$14.6 Million
1.01% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
46,685
shares
|
$14.6 Million
1.2% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
46,609
shares
|
$14.5 Million
1.57% of portfolio
|
Q2 2025
Added 33.23%
|
|
|
Cincinnati Casualty CO
|
Aug 07, 2025 Q2 2025 |
46,500
shares
|
$14.5 Million
7.14% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
Aug 07, 2025 Q2 2025 |
46,500
shares
|
$14.5 Million
3.57% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
46,427
shares
|
$14.5 Million
1.07% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
46,413
shares
|
$14.5 Million
4.87% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
46,309
shares
|
$14.4 Million
1.22% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
46,303
shares
|
$14.4 Million
0.41% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
46,291
shares
|
$14.4 Million
0.47% of portfolio
|
Q4 2022
Added 0.82%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
46,224
shares
|
$14.4 Million
0.78% of portfolio
|
Q2 2023
Added 0.64%
|