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 |
|---|---|---|---|---|---|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
14,723
shares
|
$4.59 Million
1.26% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
14,718
shares
|
$4.59 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
14,663
shares
|
$4.57 Million
1.04% of portfolio
|
Q2 2025
Added 46.91%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Aug 14, 2025 Q2 2025 |
14,659
shares
|
$4.57 Million
3.01% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
14,649
shares
|
$4.57 Million
2.12% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
14,627
shares
|
$4.56 Million
1.26% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
14,590
shares
|
$4.55 Million
2.92% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
14,581
shares
|
$4.55 Million
0.8% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
14,578
shares
|
$4.54 Million
1.25% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Aug 14, 2025 Q2 2025 |
14,537
shares
|
$4.53 Million
0.82% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
14,524
shares
|
$4.53 Million
1.51% of portfolio
|
Q1 2025
Added 55.77%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
14,496
shares
|
$4.52 Million
2.0% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
14,477
shares
|
$4.51 Million
1.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 12, 2025 Q2 2025 |
14,472
shares
|
$4.51 Million
1.67% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jul 29, 2025 Q2 2025 |
14,400
shares
|
$4.49 Million
4.05% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
14,376
shares
|
$4.48 Million
0.32% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
14,365
shares
|
$4.48 Million
2.7% of portfolio
|
Q2 2025
Reduced 21.27%
|
|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
14,340
shares
|
$4.47 Million
2.38% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
14,312
shares
|
$4.46 Million
0.89% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
14,310
shares
|
$4.46 Million
0.89% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
14,308
shares
|
$4.46 Million
1.06% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
14,299
shares
|
$4.46 Million
0.99% of portfolio
|
Q2 2025
Added 99.54%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Aug 12, 2025 Q2 2025 |
14,284
shares
|
$4.45 Million
1.95% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
14,281
shares
|
$4.45 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,277
shares
|
$4.45 Million
0.52% of portfolio
|
Q3 2024
Added 11.99%
|