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 |
|---|---|---|---|---|---|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
26,397
shares
|
$8.23 Million
1.56% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
26,321
shares
|
$8.21 Million
0.83% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
26,317
shares
|
$8.2 Million
6.12% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Kensington Investment Counsel, LLC
|
Aug 15, 2025 Q2 2025 |
26,228
shares
|
$8.18 Million
3.28% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
26,201
shares
|
$8.17 Million
2.07% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
26,183
shares
|
$8.16 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
26,183
shares
|
$8.16 Million
1.05% of portfolio
|
Q2 2022
Reduced 0.38%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
26,142
shares
|
$8.15 Million
3.44% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
26,128
shares
|
$8.15 Million
2.08% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
26,124
shares
|
$8.14 Million
1.26% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
26,045
shares
|
$8.12 Million
1.38% of portfolio
|
Q2 2025
Reduced 12.57%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
26,033
shares
|
$8.12 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
26,015
shares
|
$8.11 Million
1.76% of portfolio
|
Q2 2025
Added 91.67%
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
25,972
shares
|
$8.1 Million
0.3% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
25,952
shares
|
$8.09 Million
3.45% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
25,902
shares
|
$8.07 Million
1.84% of portfolio
|
Q2 2025
Reduced 13.57%
|
|
|
Scott & Selber, Inc.
|
Jul 17, 2025 Q2 2025 |
25,879
shares
|
$8.07 Million
2.09% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
25,865
shares
|
$8.06 Million
0.59% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
25,830
shares
|
$8.05 Million
0.26% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
25,786
shares
|
$8.04 Million
1.82% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
25,739
shares
|
$8.02 Million
3.81% of portfolio
|
Q2 2025
Added 29.94%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Aug 01, 2025 Q2 2025 |
25,730
shares
|
$8.02 Million
4.92% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
25,719
shares
|
$8.02 Million
0.94% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
25,649
shares
|
$8 Million
1.84% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
25,614
shares
|
$7.99 Million
1.03% of portfolio
|
Q2 2025
Added 13.98%
|