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 |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
31,423
shares
|
$9.8 Million
0.2% of portfolio
|
Q3 2023
Added 34.06%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
31,422
shares
|
$9.8 Million
1.6% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
31,403
shares
|
$9.79 Million
1.51% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jul 08, 2025 Q2 2025 |
31,345
shares
|
$9.77 Million
2.86% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
31,328
shares
|
$9.77 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
31,328
shares
|
$9.77 Million
2.9% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
31,318
shares
|
$9.76 Million
0.62% of portfolio
|
Q2 2025
Added 43.93%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
31,315
shares
|
$9.76 Million
2.5% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
31,291
shares
|
$9.75 Million
3.42% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
31,284
shares
|
$9.75 Million
0.27% of portfolio
|
Q2 2025
Reduced 75.12%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
31,252
shares
|
$9.74 Million
1.15% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
31,252
shares
|
$9.74 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
31,234
shares
|
$9.74 Million
3.42% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
31,230
shares
|
$9.74 Million
1.19% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Aug 14, 2025 Q2 2025 |
31,200
shares
|
$9.73 Million
2.27% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,171
shares
|
$9.72 Million
0.6% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
31,021
shares
|
$9.67 Million
1.58% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
31,016
shares
|
$9.67 Million
2.4% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
30,998
shares
|
$9.66 Million
1.46% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Citizens Business Bank
Ontario, CA |
Jul 29, 2025 Q2 2025 |
30,994
shares
|
$9.66 Million
1.83% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
30,994
shares
|
$9.66 Million
0.7% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
30,980
shares
|
$9.66 Million
1.22% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
30,971
shares
|
$9.66 Million
1.02% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
30,882
shares
|
$9.63 Million
1.1% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
30,872
shares
|
$9.62 Million
2.58% of portfolio
|
Q1 2025
Reduced 2.03%
|