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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
40,297
shares
|
$12.6 Million
1.02% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
40,195
shares
|
$12.5 Million
2.06% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
40,115
shares
|
$12.5 Million
0.43% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
40,072
shares
|
$12.5 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
39,953
shares
|
$12.5 Million
4.21% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
39,913
shares
|
$12.4 Million
0.48% of portfolio
|
Q4 2022
Added 4.07%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
39,883
shares
|
$12.4 Million
2.6% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
39,837
shares
|
$12.4 Million
0.77% of portfolio
|
Q2 2025
Added 382.52%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
39,819
shares
|
$12.4 Million
3.33% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
39,791
shares
|
$12.4 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
39,777
shares
|
$12.4 Million
0.58% of portfolio
|
Q2 2023
Reduced 2.18%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
39,761
shares
|
$12.4 Million
0.61% of portfolio
|
Q2 2025
Reduced 29.25%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
39,738
shares
|
$12.4 Million
2.72% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
39,656
shares
|
$12.4 Million
2.06% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
39,582
shares
|
$12.3 Million
2.82% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jul 18, 2025 Q2 2025 |
39,551
shares
|
$12.3 Million
1.98% of portfolio
|
Q2 2025
Reduced 61.42%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
39,531
shares
|
$12.3 Million
3.62% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
39,520
shares
|
$12.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
39,510
shares
|
$12.3 Million
2.07% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
39,462
shares
|
$12.3 Million
4.05% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
39,411
shares
|
$12.3 Million
7.04% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
39,261
shares
|
$12.2 Million
1.57% of portfolio
|
Q2 2025
Added 3241.36%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
39,188
shares
|
$12.2 Million
0.26% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
39,181
shares
|
$12.2 Million
1.26% of portfolio
|
Q2 2025
Added 21.48%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
39,155
shares
|
$12.2 Million
0.75% of portfolio
|
Q2 2024
Reduced 9.03%
|