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 |
|---|---|---|---|---|---|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
27,121
shares
|
$8.45 Million
0.76% of portfolio
|
Q2 2025
Added 28.41%
|
|
|
Sitrin Capital Management LLC
|
Jul 23, 2025 Q2 2025 |
27,085
shares
|
$8.44 Million
4.31% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
26,941
shares
|
$8.4 Million
0.76% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
26,928
shares
|
$8.39 Million
0.84% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
26,923
shares
|
$8.39 Million
0.33% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
26,916
shares
|
$8.39 Million
1.5% of portfolio
|
Q2 2025
Added 95.61%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
26,884
shares
|
$8.38 Million
0.45% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
26,836
shares
|
$8.37 Million
0.68% of portfolio
|
Q2 2025
Reduced 91.45%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
26,832
shares
|
$8.36 Million
1.81% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
26,821
shares
|
$8.36 Million
1.88% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
26,796
shares
|
$8.35 Million
3.68% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
26,761
shares
|
$8.34 Million
0.58% of portfolio
|
Q1 2025
Reduced 23.94%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
26,726
shares
|
$8.33 Million
0.69% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
26,725
shares
|
$8.33 Million
2.23% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Consolidated Investment Group LLC
|
Jul 21, 2025 Q2 2025 |
26,702
shares
|
$8.32 Million
1.04% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
26,692
shares
|
$8.32 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
26,688
shares
|
$8.32 Million
1.38% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
26,633
shares
|
$8.3 Million
2.46% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26,604
shares
|
$8.29 Million
0.87% of portfolio
|
Q2 2022
Reduced 29.23%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
26,575
shares
|
$8.28 Million
1.75% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
26,520
shares
|
$8.27 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Aug 08, 2025 Q2 2025 |
26,510
shares
|
$8.26 Million
3.35% of portfolio
|
Q2 2025
New holding
|
|
|
Palmer Knight CO
|
Jul 29, 2025 Q2 2025 |
26,489
shares
|
$8.26 Million
3.33% of portfolio
|
Q2 2025
Reduced 20.23%
|
|
|
Mcrae Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
26,452
shares
|
$8.25 Million
1.68% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
26,425
shares
|
$8.24 Million
1.18% of portfolio
|
Q2 2025
Added 1.13%
|