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 |
|---|---|---|---|---|---|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
36,518
shares
|
$11.4 Million
3.68% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
36,481
shares
|
$11.4 Million
2.6% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
36,381
shares
|
$11.3 Million
1.97% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
36,339
shares
|
$11.3 Million
0.26% of portfolio
|
Q2 2025
Added 15.04%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
36,270
shares
|
$11.3 Million
1.84% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Hodges Capital Management Inc.
|
Aug 07, 2025 Q2 2025 |
36,218
shares
|
$11.3 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
36,217
shares
|
$11.3 Million
1.23% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
36,198
shares
|
$11.3 Million
2.57% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
36,192
shares
|
$11.3 Million
3.99% of portfolio
|
Q2 2025
Reduced 26.33%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
36,181
shares
|
$11.3 Million
1.04% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
36,153
shares
|
$11.3 Million
0.98% of portfolio
|
Q1 2024
Added 416.91%
|
|
|
Mc Broom & Associates, LLC
|
Aug 05, 2025 Q2 2025 |
36,084
shares
|
$11.2 Million
5.98% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
36,066
shares
|
$11.2 Million
1.62% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
36,060
shares
|
$11.2 Million
1.61% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
36,020
shares
|
$11.2 Million
0.72% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
35,994
shares
|
$11.2 Million
0.44% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
35,855
shares
|
$11.2 Million
0.44% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
35,840
shares
|
$11.2 Million
4.07% of portfolio
|
Q2 2025
Added 217.73%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
35,818
shares
|
$11.2 Million
0.86% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
35,740
shares
|
$11.1 Million
1.36% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
35,716
shares
|
$11.1 Million
4.6% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
35,594
shares
|
$11.1 Million
1.95% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
35,572
shares
|
$11.1 Million
0.34% of portfolio
|
Q2 2025
Added 32.34%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
35,462
shares
|
$11.1 Million
2.17% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jul 07, 2025 Q2 2025 |
35,330
shares
|
$11 Million
5.69% of portfolio
|
Q2 2025
Added 1.02%
|