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 |
|---|---|---|---|---|---|
|
Hayek Kallen Investment Management
Fairhope, AL |
Aug 15, 2025 Q2 2025 |
29,146
shares
|
$9.09 Million
2.87% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
29,143
shares
|
$9.09 Million
1.26% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
29,143
shares
|
$9.09 Million
1.27% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
29,125
shares
|
$9.08 Million
3.36% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
29,112
shares
|
$9.08 Million
0.64% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
29,065
shares
|
$9.06 Million
0.03% of portfolio
|
Q4 2022
Reduced 4.89%
|
|
|
Shelter Mutual Insurance CO
|
Jul 29, 2025 Q2 2025 |
29,000
shares
|
$9.04 Million
2.03% of portfolio
|
Q4 2020
New holding
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
28,999
shares
|
$9.04 Million
0.41% of portfolio
|
Q2 2025
Reduced 27.2%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 23, 2025 Q2 2025 |
28,994
shares
|
$9.04 Million
2.42% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
28,975
shares
|
$9.03 Million
1.82% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
28,921
shares
|
$9.02 Million
0.64% of portfolio
|
Q2 2025
Added 79.13%
|
|
|
Crystal Rock Capital Management
|
Aug 05, 2025 Q2 2025 |
28,918
shares
|
$9.02 Million
5.11% of portfolio
|
Q2 2025
Added 12.66%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
28,873
shares
|
$9 Million
1.6% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
28,823
shares
|
$8.99 Million
2.03% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
28,818
shares
|
$8.98 Million
1.4% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
28,772
shares
|
$8.97 Million
2.17% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
28,741
shares
|
$8.96 Million
2.61% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
28,703
shares
|
$8.95 Million
1.26% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
28,698
shares
|
$8.95 Million
3.0% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
28,685
shares
|
$8.94 Million
0.46% of portfolio
|
Q2 2025
Reduced 19.66%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
28,633
shares
|
$8.93 Million
0.77% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
28,619
shares
|
$8.92 Million
2.42% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
28,611
shares
|
$8.92 Million
0.98% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
28,606
shares
|
$8.92 Million
4.77% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
28,574
shares
|
$8.91 Million
1.72% of portfolio
|
Q2 2025
Reduced 31.13%
|