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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
37,909
shares
|
$11.8 Million
0.31% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
37,857
shares
|
$11.8 Million
0.99% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
37,850
shares
|
$11.8 Million
1.72% of portfolio
|
Q2 2025
Added 8521.87%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
37,832
shares
|
$11.8 Million
0.64% of portfolio
|
Q2 2025
Reduced 19.15%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
37,688
shares
|
$11.7 Million
2.51% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
37,673
shares
|
$11.7 Million
2.7% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
37,634
shares
|
$11.7 Million
0.45% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
37,597
shares
|
$11.7 Million
0.86% of portfolio
|
Q2 2025
Added 15.88%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
37,486
shares
|
$11.7 Million
0.29% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
37,485
shares
|
$11.7 Million
1.93% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
37,459
shares
|
$11.7 Million
0.95% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
37,342
shares
|
$11.6 Million
5.96% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
37,250
shares
|
$11.6 Million
1.07% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
37,229
shares
|
$11.6 Million
0.35% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Aug 13, 2025 Q2 2025 |
37,012
shares
|
$11.5 Million
2.0% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
36,916
shares
|
$11.5 Million
1.36% of portfolio
|
Q2 2025
Added 477.9%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
36,804
shares
|
$11.5 Million
0.38% of portfolio
|
Q2 2022
Reduced 12.38%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
36,756
shares
|
$11.5 Million
1.28% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
36,742
shares
|
$11.5 Million
0.87% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
36,728
shares
|
$11.4 Million
0.76% of portfolio
|
Q2 2025
Reduced 45.89%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
36,614
shares
|
$11.4 Million
2.48% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
Aug 08, 2025 Q2 2025 |
36,603
shares
|
$11.4 Million
0.29% of portfolio
|
Q2 2025
Reduced 31.12%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
36,563
shares
|
$11.4 Million
0.87% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
36,554
shares
|
$11.4 Million
2.7% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Aug 12, 2025 Q2 2025 |
36,551
shares
|
$11.4 Million
1.59% of portfolio
|
Q2 2025
Added 1.46%
|