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 |
|---|---|---|---|---|---|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
41,223
shares
|
$12.9 Million
0.64% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Chronos Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
41,187
shares
|
$12.8 Million
6.3% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
41,114
shares
|
$12.8 Million
1.52% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
41,110
shares
|
$12.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 95.01%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
41,006
shares
|
$12.8 Million
2.93% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
41,000
shares
|
$12.8 Million
0.59% of portfolio
|
Q4 2022
Reduced 10.87%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
40,997
shares
|
$12.8 Million
1.51% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
40,982
shares
|
$12.8 Million
3.56% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
40,906
shares
|
$12.8 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Unison Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
40,887
shares
|
$12.7 Million
5.57% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2025 Q2 2025 |
40,886
shares
|
$12.7 Million
0.49% of portfolio
|
Q2 2025
Reduced 59.58%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
40,885
shares
|
$12.7 Million
1.13% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
40,731
shares
|
$12.7 Million
2.38% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
40,705
shares
|
$12.7 Million
1.32% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
40,640
shares
|
$12.7 Million
0.17% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
40,638
shares
|
$12.7 Million
0.4% of portfolio
|
Q3 2022
Reduced 14.11%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
40,608
shares
|
$12.7 Million
0.44% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
40,558
shares
|
$12.6 Million
0.45% of portfolio
|
Q2 2025
Added 49.19%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
40,552
shares
|
$12.6 Million
1.15% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
40,519
shares
|
$12.6 Million
2.1% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Constitution Capital LLC
Shelton, CT |
Aug 13, 2025 Q2 2025 |
40,509
shares
|
$12.6 Million
6.04% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
40,500
shares
|
$12.6 Million
0.44% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
40,413
shares
|
$12.6 Million
2.24% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
40,361
shares
|
$12.6 Million
0.61% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
40,355
shares
|
$12.6 Million
0.95% of portfolio
|
Q2 2025
Reduced 2.98%
|