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 5,220 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 $588 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
92,070
shares
|
$26.6 Million
2.32% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
91,639
shares
|
$26.5 Million
1.82% of portfolio
|
Q2 2023
Reduced 0.06%
|
|
|
Kodai Capital Management LP
Chicago, IL |
May 15, 2025 Q1 2025 |
91,534
shares
|
$26.4 Million
0.89% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
91,471
shares
|
$26.4 Million
0.91% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
91,404
shares
|
$26.4 Million
1.98% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
91,333
shares
|
$26.4 Million
0.48% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
91,188
shares
|
$26.3 Million
4.44% of portfolio
|
Q3 2022
Reduced 1.56%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
90,917
shares
|
$26.2 Million
2.26% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
90,885
shares
|
$26.2 Million
0.79% of portfolio
|
Q3 2022
Reduced 33.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
90,859
shares
|
$26.2 Million
0.4% of portfolio
|
Q2 2020
Reduced 16.94%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
90,766
shares
|
$26.2 Million
3.26% of portfolio
|
Q4 2022
Added 0.21%
|
|
|
Premier Fund Managers LTD
|
May 08, 2025 Q1 2025 |
90,714
shares
|
$26.2 Million
0.82% of portfolio
|
Q1 2025
Reduced 23.32%
|
|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
90,601
shares
|
$26.2 Million
1.63% of portfolio
|
Q1 2025
Added 106.1%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
90,484
shares
|
$26.1 Million
1.29% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
90,208
shares
|
$26 Million
0.7% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
90,126
shares
|
$26 Million
0.71% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Cincinnati Financial Corp
|
May 08, 2025 Q1 2025 |
90,000
shares
|
$26 Million
0.5% of portfolio
|
Q2 2019
Added 50.0%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
May 15, 2025 Q1 2025 |
89,507
shares
|
$25.8 Million
9.69% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
89,420
shares
|
$25.8 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2025 Q1 2025 |
89,402
shares
|
$25.8 Million
1.61% of portfolio
|
Q1 2025
Reduced 61.16%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
89,079
shares
|
$25.7 Million
0.79% of portfolio
|
Q1 2025
Reduced 28.53%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
89,018
shares
|
$25.7 Million
1.63% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
89,007
shares
|
$25.7 Million
0.8% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
89,004
shares
|
$25.7 Million
2.45% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
88,956
shares
|
$25.7 Million
2.64% of portfolio
|
N/A
|