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 |
|---|---|---|---|---|---|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
35,304
shares
|
$11 Million
0.67% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 13, 2025 Q2 2025 |
35,296
shares
|
$11 Million
2.36% of portfolio
|
Q1 2023
Reduced 39.97%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
35,237
shares
|
$11 Million
0.94% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
35,229
shares
|
$11 Million
1.92% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jul 09, 2025 Q2 2025 |
35,197
shares
|
$11 Million
5.57% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
35,174
shares
|
$11 Million
2.86% of portfolio
|
Q4 2023
Reduced 38.58%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
35,152
shares
|
$11 Million
0.87% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
35,150
shares
|
$11 Million
2.88% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
35,147
shares
|
$11 Million
3.86% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 12, 2025 Q2 2025 |
35,088
shares
|
$10.9 Million
2.43% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
35,045
shares
|
$10.9 Million
0.14% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
35,016
shares
|
$10.9 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Kingdon Capital Management, L.L.C.
New York, NY |
Aug 14, 2025 Q2 2025 |
35,000
shares
|
$10.9 Million
1.59% of portfolio
|
Q2 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
34,997
shares
|
$10.9 Million
0.09% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
34,905
shares
|
$10.9 Million
6.39% of portfolio
|
Q4 2023
Added 6.08%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
34,896
shares
|
$10.9 Million
0.44% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
34,698
shares
|
$10.8 Million
4.2% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
34,668
shares
|
$10.8 Million
1.73% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
34,630
shares
|
$10.8 Million
0.75% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
34,617
shares
|
$10.8 Million
3.42% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
34,590
shares
|
$10.8 Million
1.99% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
34,502
shares
|
$10.8 Million
2.64% of portfolio
|
Q4 2024
Reduced 16.87%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
34,491
shares
|
$10.8 Million
0.24% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
34,451
shares
|
$10.7 Million
0.39% of portfolio
|
Q3 2022
Added 9.84%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
34,388
shares
|
$10.7 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.15%
|