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 |
|---|---|---|---|---|---|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
23,244
shares
|
$7.25 Million
1.56% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
23,233
shares
|
$7.24 Million
1.38% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
23,205
shares
|
$7.23 Million
1.89% of portfolio
|
Q4 2023
Reduced 61.91%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
23,176
shares
|
$7.23 Million
2.96% of portfolio
|
Q2 2025
Reduced 12.51%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
23,171
shares
|
$7.22 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
23,109
shares
|
$7.2 Million
1.99% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
23,014
shares
|
$7.17 Million
1.99% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Aug 13, 2025 Q2 2025 |
23,004
shares
|
$7.17 Million
0.56% of portfolio
|
Q2 2025
Added 575000.0%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
23,000
shares
|
$7.17 Million
5.1% of portfolio
|
Q4 2024
Reduced 16.29%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
22,982
shares
|
$7.16 Million
1.13% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
22,980
shares
|
$7.16 Million
2.04% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
22,963
shares
|
$7.16 Million
3.21% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
22,918
shares
|
$7.14 Million
0.33% of portfolio
|
Q2 2025
Added 100.19%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
22,900
shares
|
$7.14 Million
1.67% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
22,897
shares
|
$7.14 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Aug 12, 2025 Q2 2025 |
22,882
shares
|
$7.13 Million
3.51% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
22,868
shares
|
$7.13 Million
0.15% of portfolio
|
Q3 2022
Added 5.98%
|
|
|
K.J. Harrison & Partners Inc
|
Aug 05, 2025 Q2 2025 |
22,835
shares
|
$7.12 Million
1.19% of portfolio
|
Q2 2025
Reduced 36.28%
|
|
|
Nichols & Pratt Advisers LLP
|
Aug 05, 2025 Q2 2025 |
22,797
shares
|
$7.11 Million
0.46% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
22,796
shares
|
$7.11 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
22,746
shares
|
$7.09 Million
0.41% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
22,710
shares
|
$7.08 Million
2.84% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
22,687
shares
|
$7.07 Million
1.86% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
22,631
shares
|
$7.06 Million
1.73% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Cohen Investment Advisors LLC
|
Jul 23, 2025 Q2 2025 |
22,612
shares
|
$7.05 Million
3.42% of portfolio
|
Q2 2025
Added 1.7%
|