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 5,233 institutions that hold shares in the stock, with a total of 2.04 Billion shares, which have been reported (via 13F filing form) to have a value of $594 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
124,099
shares
|
$36.2 Million
0.56% of portfolio
|
Q1 2025
Added 21.39%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
123,591
shares
|
$36 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
123,545
shares
|
$36 Million
0.86% of portfolio
|
Q1 2025
Added 31.05%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
123,389
shares
|
$36 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Abner Herrman & Brock LLC
|
Jul 07, 2025 Q2 2025 |
123,233
shares
|
$35.9 Million
3.99% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
123,074
shares
|
$35.9 Million
0.79% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
122,683
shares
|
$35.8 Million
4.23% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
122,301
shares
|
$35.6 Million
0.75% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
122,288
shares
|
$35.6 Million
0.1% of portfolio
|
Q1 2025
Added 336.18%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
122,113
shares
|
$35.6 Million
2.4% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
121,968
shares
|
$35.5 Million
0.72% of portfolio
|
Q1 2025
Reduced 17.69%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
121,730
shares
|
$35.5 Million
2.68% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
121,506
shares
|
$35.4 Million
0.96% of portfolio
|
Q2 2022
Added 0.49%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
121,436
shares
|
$35.4 Million
0.62% of portfolio
|
Q2 2025
Added 15.41%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
120,671
shares
|
$35.2 Million
1.33% of portfolio
|
Q1 2025
Reduced 19.84%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
120,495
shares
|
$35.1 Million
1.23% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Tam Capital Management Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
120,326
shares
|
$35.1 Million
49.77% of portfolio
|
Q1 2025
Reduced 12.82%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
120,133
shares
|
$35 Million
3.59% of portfolio
|
Q4 2020
Added 0.9%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
119,974
shares
|
$35 Million
1.22% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
First Long Island Investors, LLC
|
Jun 06, 2025 Q1 2025 |
119,694
shares
|
$34.9 Million
2.42% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
119,014
shares
|
$34.7 Million
2.69% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
118,905
shares
|
$34.7 Million
1.62% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
118,613
shares
|
$34.6 Million
1.69% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
117,892
shares
|
$34.4 Million
4.67% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
117,034
shares
|
$34.1 Million
0.66% of portfolio
|
Q1 2024
Added 1.26%
|