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 |
|---|---|---|---|---|---|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
28,501
shares
|
$8.89 Million
0.02% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
28,425
shares
|
$8.86 Million
1.81% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
28,417
shares
|
$8.86 Million
2.5% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Aug 04, 2025 Q2 2025 |
28,417
shares
|
$8.86 Million
3.53% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
28,404
shares
|
$8.85 Million
1.68% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
28,325
shares
|
$8.83 Million
2.9% of portfolio
|
Q2 2025
Added 20.47%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
28,293
shares
|
$8.82 Million
2.47% of portfolio
|
Q2 2025
Reduced 46.65%
|
|
|
Red Cedar Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
28,289
shares
|
$8.82 Million
1.05% of portfolio
|
Q2 2024
Added 16.04%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Aug 12, 2025 Q2 2025 |
28,287
shares
|
$8.82 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
28,245
shares
|
$8.81 Million
2.31% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
28,212
shares
|
$8.8 Million
0.97% of portfolio
|
Q2 2025
Added 23.54%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
28,210
shares
|
$8.79 Million
5.72% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
28,153
shares
|
$8.78 Million
2.33% of portfolio
|
Q3 2022
Added 0.36%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
28,141
shares
|
$8.77 Million
0.88% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
28,115
shares
|
$8.76 Million
1.92% of portfolio
|
Q2 2025
Reduced 23.41%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
28,080
shares
|
$8.75 Million
3.41% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
28,053
shares
|
$8.75 Million
1.91% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
28,050
shares
|
$8.74 Million
2.02% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
28,040
shares
|
$8.74 Million
0.96% of portfolio
|
Q4 2022
Added 14.32%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
28,014
shares
|
$8.73 Million
3.14% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Aug 08, 2025 Q2 2025 |
28,000
shares
|
$8.73 Million
0.1% of portfolio
|
Q2 2025
Reduced 68.69%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
28,000
shares
|
$8.73 Million
3.25% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
27,997
shares
|
$8.73 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
27,993
shares
|
$8.73 Million
1.89% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
27,905
shares
|
$8.7 Million
1.34% of portfolio
|
Q2 2025
Reduced 0.24%
|