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 |
|---|---|---|---|---|---|
|
Ami Asset Management Corp
|
Jul 18, 2025 Q2 2025 |
5,289
shares
|
$1.57 Million
0.09% of portfolio
|
Q2 2025
Reduced 35.52%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
5,263
shares
|
$1.56 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
5,258
shares
|
$1.56 Million
0.7% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
5,235
shares
|
$1.55 Million
0.99% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
5,233
shares
|
$1.55 Million
0.08% of portfolio
|
Q1 2025
Added 19.01%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
5,230
shares
|
$1.55 Million
0.86% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
5,226
shares
|
$1.55 Million
0.28% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
5,225
shares
|
$1.55 Million
1.23% of portfolio
|
Q1 2025
Reduced 17.56%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
5,220
shares
|
$1.55 Million
0.25% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
5,216
shares
|
$1.55 Million
0.86% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,216
shares
|
$1.55 Million
0.35% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
5,201
shares
|
$1.54 Million
0.09% of portfolio
|
Q3 2022
Reduced 5.18%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
5,198
shares
|
$1.54 Million
0.29% of portfolio
|
Q3 2024
Added 57.56%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
5,198
shares
|
$1.54 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
5,191
shares
|
$1.54 Million
1.39% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
5,187
shares
|
$1.54 Million
0.84% of portfolio
|
Q1 2025
New holding
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
5,179
shares
|
$1.54 Million
1.07% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Salzhauer Michael
|
Apr 23, 2025 Q1 2025 |
5,168
shares
|
$1.53 Million
0.51% of portfolio
|
Q4 2024
Reduced 23.1%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
5,166
shares
|
$1.53 Million
1.19% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
5,160
shares
|
$1.53 Million
0.48% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
5,146
shares
|
$1.53 Million
0.47% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
5,137
shares
|
$1.52 Million
0.78% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
5,129
shares
|
$1.52 Million
0.47% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
5,126
shares
|
$1.52 Million
0.7% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
5,123
shares
|
$1.52 Million
0.36% of portfolio
|
Q1 2025
Added 8.29%
|