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 |
|---|---|---|---|---|---|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
43,176
shares
|
$13.5 Million
0.69% of portfolio
|
Q2 2025
Reduced 13.84%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
43,172
shares
|
$13.5 Million
3.69% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
43,169
shares
|
$13.5 Million
0.97% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
43,109
shares
|
$13.4 Million
3.74% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
42,940
shares
|
$13.4 Million
2.58% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
42,898
shares
|
$13.4 Million
1.45% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Cinctive Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
42,679
shares
|
$13.3 Million
0.69% of portfolio
|
Q2 2025
Added 23.47%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
42,672
shares
|
$13.3 Million
1.7% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
42,449
shares
|
$13.2 Million
0.72% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
42,299
shares
|
$13.2 Million
0.92% of portfolio
|
Q2 2025
Added 23.38%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Aug 14, 2025 Q2 2025 |
42,180
shares
|
$13.1 Million
0.48% of portfolio
|
Q2 2025
Added 25.05%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
42,171
shares
|
$13.1 Million
1.22% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
42,167
shares
|
$13.1 Million
2.91% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Socorro Asset Management LP
Dallas, TX |
Aug 14, 2025 Q2 2025 |
42,109
shares
|
$13.1 Million
4.72% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
42,011
shares
|
$13.1 Million
1.87% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
42,000
shares
|
$13.1 Million
1.76% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
41,999
shares
|
$13.1 Million
2.36% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Asset Planning Services Inc
|
Jul 22, 2025 Q2 2025 |
41,907
shares
|
$13.1 Million
5.59% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
41,836
shares
|
$13 Million
3.02% of portfolio
|
Q1 2024
New holding
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
41,769
shares
|
$13 Million
3.84% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
41,748
shares
|
$13 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
41,728
shares
|
$13 Million
0.55% of portfolio
|
Q4 2022
Reduced 3.16%
|
|
|
Mc Ginn Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
41,462
shares
|
$12.9 Million
7.6% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
41,238
shares
|
$12.9 Million
1.52% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
41,235
shares
|
$12.9 Million
0.66% of portfolio
|
Q2 2025
Added 0.07%
|