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 5,228 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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
96,146
shares
|
$28 Million
0.45% of portfolio
|
Q4 2023
Added 2.71%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
96,052
shares
|
$28 Million
1.88% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
95,972
shares
|
$28 Million
2.57% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
95,935
shares
|
$28 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
95,780
shares
|
$27.9 Million
2.22% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
95,600
shares
|
$27.9 Million
0.93% of portfolio
|
Q1 2025
Reduced 26.17%
|
|
|
Courant Investment Management LLC
|
Apr 22, 2025 Q1 2025 |
94,897
shares
|
$27.7 Million
19.5% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
94,844
shares
|
$27.6 Million
0.48% of portfolio
|
Q2 2023
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
94,796
shares
|
$27.6 Million
0.8% of portfolio
|
Q2 2022
Reduced 9.25%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
94,432
shares
|
$27.5 Million
1.13% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
94,279
shares
|
$27.5 Million
2.88% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
94,234
shares
|
$27.5 Million
0.1% of portfolio
|
Q3 2022
Added 29.0%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
94,046
shares
|
$27.4 Million
1.74% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
93,952
shares
|
$27.4 Million
0.73% of portfolio
|
Q1 2025
Added 62.72%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
93,844
shares
|
$27.3 Million
3.57% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
93,700
shares
|
$27.3 Million
2.57% of portfolio
|
Q1 2025
Reduced 8.78%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
93,142
shares
|
$27.1 Million
1.25% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
93,128
shares
|
$27.1 Million
0.95% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
93,090
shares
|
$27.1 Million
0.38% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
93,083
shares
|
$27.1 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Covea Finance
|
Jul 15, 2025 Q2 2025 |
92,600
shares
|
$27 Million
1.0% of portfolio
|
Q2 2025
Added 50.08%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
92,587
shares
|
$27 Million
2.84% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
92,428
shares
|
$26.9 Million
2.75% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
92,242
shares
|
$26.9 Million
3.86% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
92,194
shares
|
$26.9 Million
5.43% of portfolio
|
Q2 2025
Reduced 2.49%
|