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 |
|---|---|---|---|---|---|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
46,211
shares
|
$14.4 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
46,168
shares
|
$14.4 Million
2.39% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
46,019
shares
|
$14.3 Million
2.46% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
45,966
shares
|
$14.3 Million
1.24% of portfolio
|
Q2 2024
Added 342.62%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
45,880
shares
|
$14.3 Million
3.26% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
45,750
shares
|
$14.3 Million
0.52% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
45,728
shares
|
$14.3 Million
2.45% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
45,616
shares
|
$14.2 Million
0.34% of portfolio
|
Q3 2022
New holding
|
|
|
Rpg Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
45,612
shares
|
$14.2 Million
1.7% of portfolio
|
Q2 2025
Reduced 49.66%
|
|
|
Pettee Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
45,596
shares
|
$14.2 Million
8.17% of portfolio
|
Q1 2025
Reduced 25.9%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
45,573
shares
|
$14.2 Million
2.16% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
45,532
shares
|
$14.2 Million
3.3% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
45,502
shares
|
$14.2 Million
3.22% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Forager Funds Management Pty LTD
|
Nov 08, 2022 Q3 2022 |
45,400
shares
|
$14.2 Million
7.06% of portfolio
|
Q3 2022
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
45,400
shares
|
$14.2 Million
2.71% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
45,296
shares
|
$14.1 Million
3.89% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
45,180
shares
|
$14.1 Million
2.16% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
45,163
shares
|
$14.1 Million
1.9% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Schulhoff & CO Inc
|
Jul 30, 2025 Q2 2025 |
45,150
shares
|
$14.1 Million
6.29% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
45,089
shares
|
$14.1 Million
4.19% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
44,871
shares
|
$14 Million
1.74% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
44,804
shares
|
$14 Million
1.78% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
44,793
shares
|
$14 Million
5.43% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
44,774
shares
|
$14 Million
1.42% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
44,660
shares
|
$13.9 Million
1.59% of portfolio
|
Q2 2025
Reduced 2.24%
|