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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
19,506
shares
|
$6.08 Million
1.77% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Jul 24, 2025 Q2 2025 |
19,501
shares
|
$6.08 Million
4.25% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
19,478
shares
|
$6.07 Million
0.38% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
19,475
shares
|
$6.07 Million
1.13% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
19,460
shares
|
$6.07 Million
1.85% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
19,442
shares
|
$6.06 Million
0.26% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
19,439
shares
|
$6.06 Million
0.68% of portfolio
|
Q2 2023
Added 3.59%
|
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
19,398
shares
|
$6.05 Million
2.93% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
19,382
shares
|
$6.04 Million
2.12% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
19,360
shares
|
$6.04 Million
0.3% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
19,360
shares
|
$6.04 Million
1.84% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
19,347
shares
|
$6.03 Million
3.17% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
19,340
shares
|
$6.03 Million
0.09% of portfolio
|
Q2 2025
Added 34.31%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Aug 13, 2025 Q2 2025 |
19,333
shares
|
$6.03 Million
0.98% of portfolio
|
Q4 2023
Reduced 0.2%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
19,323
shares
|
$6.02 Million
0.37% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
19,322
shares
|
$6.02 Million
1.73% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
19,309
shares
|
$6.02 Million
1.53% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Aug 15, 2025 Q2 2025 |
19,296
shares
|
$6.02 Million
3.16% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Harvey Investment CO LLC
|
Jul 23, 2025 Q2 2025 |
19,266
shares
|
$6.01 Million
0.61% of portfolio
|
Q1 2023
Reduced 0.93%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
19,263
shares
|
$6.01 Million
1.76% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
19,225
shares
|
$5.99 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
19,200
shares
|
$5.99 Million
1.61% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Jul 25, 2025 Q2 2025 |
19,190
shares
|
$5.98 Million
0.61% of portfolio
|
Q2 2025
Reduced 21.42%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
19,178
shares
|
$5.98 Million
0.3% of portfolio
|
Q2 2025
Reduced 44.85%
|
|
|
Violich Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
19,175
shares
|
$5.98 Million
0.8% of portfolio
|
Q2 2025
Reduced 5.36%
|