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 |
|---|---|---|---|---|---|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 06, 2025 Q2 2025 |
19,113
shares
|
$5.96 Million
1.68% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
19,110
shares
|
$5.96 Million
1.29% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
19,107
shares
|
$5.96 Million
1.96% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
19,072
shares
|
$5.95 Million
4.81% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
19,050
shares
|
$5.94 Million
1.62% of portfolio
|
Q2 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
19,035
shares
|
$5.93 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
19,034
shares
|
$5.93 Million
2.02% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
19,019
shares
|
$5.93 Million
1.8% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
19,015
shares
|
$5.93 Million
1.06% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
19,000
shares
|
$5.92 Million
2.92% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
18,991
shares
|
$5.92 Million
1.24% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Aug 05, 2025 Q2 2025 |
18,989
shares
|
$5.92 Million
4.28% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
18,989
shares
|
$5.92 Million
1.62% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
18,935
shares
|
$5.9 Million
0.58% of portfolio
|
Q4 2020
Added 17.98%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,886
shares
|
$5.89 Million
0.94% of portfolio
|
Q4 2024
Reduced 13.54%
|
|
|
Permanens Capital L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
18,876
shares
|
$5.88 Million
0.77% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Wisconsin Capital Management LLC
|
Aug 07, 2025 Q2 2025 |
18,861
shares
|
$5.88 Million
3.11% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
18,849
shares
|
$5.88 Million
2.2% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
18,839
shares
|
$5.87 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
18,824
shares
|
$5.87 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
18,803
shares
|
$5.86 Million
1.43% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
18,793
shares
|
$5.86 Million
2.39% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
18,788
shares
|
$5.86 Million
0.36% of portfolio
|
Q2 2025
Reduced 10.96%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
18,784
shares
|
$5.86 Million
1.27% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
18,734
shares
|
$5.84 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.5%
|