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 |
|---|---|---|---|---|---|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
4,471
shares
|
$1.3 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
4,469
shares
|
$1.3 Million
0.82% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
4,469
shares
|
$1.3 Million
0.16% of portfolio
|
Q2 2025
Added 31.71%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
4,463
shares
|
$1.3 Million
0.87% of portfolio
|
Q1 2025
Added 13.42%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
4,461
shares
|
$1.3 Million
0.38% of portfolio
|
Q1 2025
Reduced 18.51%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
4,456
shares
|
$1.3 Million
1.18% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
4,451
shares
|
$1.3 Million
0.31% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
4,434
shares
|
$1.29 Million
1.24% of portfolio
|
Q1 2025
Reduced 16.64%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
4,433
shares
|
$1.29 Million
0.45% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
4,431
shares
|
$1.29 Million
0.93% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
4,413
shares
|
$1.29 Million
1.23% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
4,405
shares
|
$1.28 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
May 15, 2025 Q1 2025 |
4,404
shares
|
$1.28 Million
0.38% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
4,398
shares
|
$1.28 Million
0.11% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
4,392
shares
|
$1.28 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
4,390
shares
|
$1.28 Million
0.38% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
4,385
shares
|
$1.28 Million
0.46% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
4,382
shares
|
$1.28 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Apr 29, 2025 Q1 2025 |
4,380
shares
|
$1.28 Million
0.47% of portfolio
|
Q3 2022
New holding
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
4,376
shares
|
$1.28 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
4,364
shares
|
$1.27 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
4,356
shares
|
$1.27 Million
0.27% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Apr 14, 2025 Q1 2025 |
4,354
shares
|
$1.27 Million
0.7% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,342
shares
|
$1.27 Million
0.22% of portfolio
|
Q2 2024
Added 2.89%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
4,340
shares
|
$1.26 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.64%
|