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 |
|---|---|---|---|---|---|
|
Mirabaud Asset Management LTD
London, X0 |
Aug 07, 2025 Q2 2025 |
44,453
shares
|
$13.9 Million
5.94% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
44,402
shares
|
$13.8 Million
1.19% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
44,371
shares
|
$13.8 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
44,285
shares
|
$13.8 Million
3.02% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
44,270
shares
|
$13.8 Million
0.89% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
44,254
shares
|
$13.8 Million
1.87% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
44,248
shares
|
$13.8 Million
1.21% of portfolio
|
Q2 2025
Added 75.17%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
44,208
shares
|
$13.8 Million
6.72% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
1248 Management, LLC
Kansas City, MO |
Aug 15, 2025 Q2 2025 |
44,179
shares
|
$13.8 Million
4.73% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
44,047
shares
|
$13.7 Million
0.56% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
43,950
shares
|
$13.7 Million
2.03% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
43,946
shares
|
$13.7 Million
2.24% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
43,912
shares
|
$13.7 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
43,880
shares
|
$13.7 Million
2.45% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
43,717
shares
|
$13.6 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
43,706
shares
|
$13.6 Million
1.41% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
43,701
shares
|
$13.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 55.86%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
43,535
shares
|
$13.6 Million
1.73% of portfolio
|
Q2 2025
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
43,497
shares
|
$13.6 Million
1.13% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
43,462
shares
|
$13.5 Million
0.2% of portfolio
|
Q2 2025
Added 58.14%
|
|
|
Coerente Capital Management
|
Jul 24, 2025 Q2 2025 |
43,446
shares
|
$13.5 Million
2.35% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
43,400
shares
|
$13.5 Million
3.46% of portfolio
|
Q2 2025
Reduced 17.51%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
43,347
shares
|
$13.5 Million
2.08% of portfolio
|
Q1 2023
Added 0.08%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
43,327
shares
|
$13.5 Million
2.94% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
43,214
shares
|
$13.5 Million
4.55% of portfolio
|
Q2 2025
Reduced 3.18%
|