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 5,224 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 $591 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Apr 24, 2025 Q1 2025 |
2,505
shares
|
$726,199
1.77% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
2,501
shares
|
$725,039
0.34% of portfolio
|
Q1 2025
Added 61.77%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
2,501
shares
|
$725,039
0.44% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,500
shares
|
$724,750
0.06% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
2,500
shares
|
$724,750
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
2,500
shares
|
$724,750
0.35% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
2,493
shares
|
$722,720
0.16% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Arnhold LLC
|
May 14, 2025 Q1 2025 |
2,492
shares
|
$722,430
0.06% of portfolio
|
Q3 2023
Added 1.63%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
2,489
shares
|
$721,561
0.07% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
2,483
shares
|
$719,821
0.08% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,477
shares
|
$718,082
0.45% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
May 12, 2025 Q1 2025 |
2,476
shares
|
$717,792
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
2,473
shares
|
$716,922
0.02% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
2,471
shares
|
$716,342
0.4% of portfolio
|
Q1 2025
Reduced 40.2%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
2,470
shares
|
$716,053
0.19% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
2,465
shares
|
$714,603
0.26% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
2,455
shares
|
$711,704
0.2% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
2,451
shares
|
$710,544
0.46% of portfolio
|
Q1 2025
Reduced 17.47%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
2,450
shares
|
$710,255
0.24% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
2,450
shares
|
$710,255
0.71% of portfolio
|
Q1 2022
Reduced 2.0%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
2,446
shares
|
$709,095
0.3% of portfolio
|
Q2 2023
Reduced 0.41%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
2,443
shares
|
$708,225
0.56% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,440
shares
|
$707,356
0.62% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,438
shares
|
$706,776
0.54% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,437
shares
|
$706,486
0.46% of portfolio
|
Q2 2025
Added 1.67%
|