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 |
|---|---|---|---|---|---|
|
Wills Financial Group LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
16,901
shares
|
$5.27 Million
2.13% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
16,885
shares
|
$5.26 Million
0.17% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Morangie Management LLC
New York, NY |
Jul 16, 2025 Q2 2025 |
16,876
shares
|
$5.26 Million
4.24% of portfolio
|
Q2 2025
Added 28.71%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
16,861
shares
|
$5.26 Million
1.89% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
16,842
shares
|
$5.25 Million
0.37% of portfolio
|
Q2 2023
Reduced 1.76%
|
|
|
Bull Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
16,826
shares
|
$5.25 Million
2.35% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Jul 24, 2025 Q2 2025 |
16,794
shares
|
$5.24 Million
3.51% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
16,762
shares
|
$5.23 Million
2.43% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
16,759
shares
|
$5.22 Million
0.83% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Outfitter Financial LLC
|
Aug 06, 2025 Q2 2025 |
16,712
shares
|
$5.21 Million
4.17% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
16,711
shares
|
$5.21 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
16,699
shares
|
$5.21 Million
4.56% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
16,671
shares
|
$5.2 Million
1.39% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
16,669
shares
|
$5.2 Million
3.16% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
16,638
shares
|
$5.19 Million
0.71% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
16,638
shares
|
$5.19 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
16,631
shares
|
$5.18 Million
1.6% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
16,622
shares
|
$5.18 Million
0.73% of portfolio
|
Q2 2022
Reduced 2.84%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
16,620
shares
|
$5.18 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
16,612
shares
|
$5.18 Million
2.78% of portfolio
|
Q4 2023
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
16,582
shares
|
$5.17 Million
2.39% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
16,567
shares
|
$5.16 Million
0.31% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
16,531
shares
|
$5.15 Million
1.13% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
16,468
shares
|
$5.13 Million
2.08% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Tandem Capital Management Corp
|
Jul 23, 2025 Q2 2025 |
16,440
shares
|
$5.13 Million
2.71% of portfolio
|
Q2 2025
Reduced 0.93%
|