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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
20,094
shares
|
$6.26 Million
0.63% of portfolio
|
Q4 2022
Reduced 2.18%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
20,067
shares
|
$6.26 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
20,051
shares
|
$6.25 Million
0.78% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
20,042
shares
|
$6.25 Million
1.95% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
20,015
shares
|
$6.24 Million
3.34% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Liberty One Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
20,013
shares
|
$6.24 Million
0.6% of portfolio
|
Q2 2025
Reduced 11.09%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
20,011
shares
|
$6.24 Million
1.83% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Aug 14, 2025 Q2 2025 |
19,967
shares
|
$6.22 Million
0.64% of portfolio
|
Q4 2023
Reduced 37.4%
|
|
|
Shaker Investments LLC
|
Jul 31, 2025 Q2 2025 |
19,925
shares
|
$6.21 Million
2.43% of portfolio
|
Q2 2025
Added 45.55%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
19,887
shares
|
$6.2 Million
1.21% of portfolio
|
Q4 2022
Added 167.87%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
19,845
shares
|
$6.19 Million
1.54% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
19,829
shares
|
$6.18 Million
1.26% of portfolio
|
Q2 2025
Reduced 22.91%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
19,826
shares
|
$6.18 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
19,776
shares
|
$6.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
19,758
shares
|
$6.16 Million
0.39% of portfolio
|
Q4 2023
Reduced 22.96%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
19,752
shares
|
$6.16 Million
2.24% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
19,747
shares
|
$6.16 Million
0.33% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
19,718
shares
|
$6.15 Million
2.08% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
19,684
shares
|
$6.14 Million
0.03% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
19,672
shares
|
$6.13 Million
0.76% of portfolio
|
Q2 2025
New holding
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
19,668
shares
|
$6.13 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
19,633
shares
|
$6.12 Million
0.01% of portfolio
|
Q2 2025
Added 18.99%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
19,622
shares
|
$6.12 Million
0.77% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
19,594
shares
|
$6.11 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
19,563
shares
|
$6.1 Million
1.27% of portfolio
|
Q2 2025
Added 0.15%
|