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 5,232 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 $605 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
116,593
shares
|
$34.6 Million
2.15% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
116,534
shares
|
$34.6 Million
1.99% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
116,068
shares
|
$34.4 Million
1.15% of portfolio
|
Q1 2025
Added 35.58%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
116,016
shares
|
$34.4 Million
0.67% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
115,767
shares
|
$34.3 Million
2.63% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
115,294
shares
|
$34.2 Million
0.3% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
115,285
shares
|
$34.2 Million
1.18% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
114,468
shares
|
$33.9 Million
7.68% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
113,952
shares
|
$33.8 Million
3.63% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
113,870
shares
|
$33.8 Million
0.68% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
F
|
May 14, 2025 Q1 2025 |
113,652
shares
|
$33.7 Million
1.34% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
May 08, 2025 Q1 2025 |
113,589
shares
|
$33.7 Million
5.85% of portfolio
|
Q1 2024
Added 0.11%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
113,510
shares
|
$33.7 Million
1.63% of portfolio
|
Q2 2025
Reduced 17.85%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Apr 25, 2025 Q1 2025 |
113,360
shares
|
$33.6 Million
2.08% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
112,768
shares
|
$33.4 Million
3.89% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
112,428
shares
|
$33.3 Million
0.79% of portfolio
|
Q1 2024
Reduced 21.92%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Apr 15, 2025 Q1 2025 |
112,236
shares
|
$33.3 Million
5.55% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Parkwood LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
112,109
shares
|
$33.2 Million
2.53% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
112,017
shares
|
$33.2 Million
2.1% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
111,860
shares
|
$33.2 Million
2.55% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
111,636
shares
|
$33.1 Million
2.47% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Absher Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
111,190
shares
|
$33 Million
4.09% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
110,480
shares
|
$32.8 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
110,467
shares
|
$32.8 Million
4.18% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
110,301
shares
|
$32.7 Million
1.69% of portfolio
|
Q1 2025
Added 1.18%
|