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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
29,821
shares
|
$9.3 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
29,800
shares
|
$9.29 Million
3.66% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
29,791
shares
|
$9.29 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Argyle Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
29,779
shares
|
$9.28 Million
3.18% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Aug 05, 2025 Q2 2025 |
29,700
shares
|
$9.26 Million
2.47% of portfolio
|
Q1 2020
Reduced 29.29%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
29,690
shares
|
$9.26 Million
1.3% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
29,687
shares
|
$9.25 Million
1.14% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
29,642
shares
|
$9.24 Million
3.56% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
29,624
shares
|
$9.24 Million
2.61% of portfolio
|
Q1 2024
Added 2.48%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
29,610
shares
|
$9.23 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Oak Family Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
29,591
shares
|
$9.22 Million
2.9% of portfolio
|
Q2 2025
Added 51.73%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
29,540
shares
|
$9.21 Million
3.24% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
29,538
shares
|
$9.21 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
29,397
shares
|
$9.16 Million
3.08% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
29,387
shares
|
$9.16 Million
1.32% of portfolio
|
Q1 2025
Reduced 51.74%
|
|
|
Patient Capital Management, LLC
Baltimore, MD |
Aug 13, 2025 Q2 2025 |
29,383
shares
|
$9.16 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
29,349
shares
|
$9.15 Million
0.79% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
29,310
shares
|
$9.14 Million
0.93% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
29,300
shares
|
$9.13 Million
1.58% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
29,209
shares
|
$9.11 Million
5.66% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
29,189
shares
|
$9.1 Million
1.69% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
29,185
shares
|
$9.1 Million
2.19% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
29,173
shares
|
$9.09 Million
0.59% of portfolio
|
Q2 2025
Added 713.98%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
29,173
shares
|
$9.09 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Sycomore Asset Management
|
Aug 01, 2025 Q2 2025 |
29,164
shares
|
$9.09 Million
0.95% of portfolio
|
Q4 2024
Added 74.94%
|