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 |
|---|---|---|---|---|---|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
33,309
shares
|
$10.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
33,279
shares
|
$10.4 Million
1.94% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
33,248
shares
|
$10.4 Million
1.71% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
33,168
shares
|
$10.3 Million
1.64% of portfolio
|
Q2 2025
Added 26.29%
|
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
33,061
shares
|
$10.3 Million
3.38% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
33,038
shares
|
$10.3 Million
1.53% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
32,967
shares
|
$10.3 Million
0.91% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
32,870
shares
|
$10.2 Million
2.22% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
32,866
shares
|
$10.2 Million
0.48% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
32,848
shares
|
$10.2 Million
1.2% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
32,844
shares
|
$10.2 Million
3.12% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
32,839
shares
|
$10.2 Million
4.33% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Aug 18, 2025 Q2 2025 |
32,813
shares
|
$10.2 Million
4.22% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
32,762
shares
|
$10.2 Million
1.6% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
32,741
shares
|
$10.2 Million
2.73% of portfolio
|
Q4 2024
Reduced 21.12%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 12, 2025 Q2 2025 |
32,662
shares
|
$10.2 Million
1.35% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
32,650
shares
|
$10.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
32,582
shares
|
$10.2 Million
0.44% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
32,560
shares
|
$10.2 Million
3.19% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
32,549
shares
|
$10.1 Million
0.53% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
32,519
shares
|
$10.1 Million
2.35% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Maltese Capital Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
32,500
shares
|
$10.1 Million
1.45% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
32,490
shares
|
$10.1 Million
4.9% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
32,424
shares
|
$10.1 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
32,422
shares
|
$10.1 Million
1.41% of portfolio
|
Q2 2025
Reduced 0.83%
|