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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
88,930
shares
|
$25.7 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
88,907
shares
|
$25.7 Million
2.3% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
88,812
shares
|
$25.6 Million
5.27% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
88,807
shares
|
$25.6 Million
2.5% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
88,488
shares
|
$25.5 Million
1.04% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
88,270
shares
|
$25.5 Million
0.54% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
88,252
shares
|
$25.5 Million
0.62% of portfolio
|
Q4 2024
Added 22.97%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
88,110
shares
|
$25.4 Million
2.31% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
May 08, 2025 Q1 2025 |
88,094
shares
|
$25.4 Million
5.37% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
88,035
shares
|
$25.4 Million
0.39% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
87,255
shares
|
$25.2 Million
1.02% of portfolio
|
Q1 2025
Reduced 21.59%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
86,992
shares
|
$25.1 Million
2.78% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
86,973
shares
|
$25.1 Million
0.82% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
86,780
shares
|
$25.1 Million
0.66% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
86,777
shares
|
$25.1 Million
1.22% of portfolio
|
Q1 2025
Added 40.76%
|
|
|
Davis Rea Ltd.
|
May 06, 2025 Q1 2025 |
86,425
shares
|
$25 Million
5.81% of portfolio
|
Q1 2025
Added 92.86%
|
|
|
Longbow Finance Sa
Lutry, V8 |
May 06, 2025 Q1 2025 |
86,408
shares
|
$24.9 Million
2.54% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
86,318
shares
|
$24.9 Million
3.71% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
85,953
shares
|
$24.8 Million
1.07% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
85,906
shares
|
$24.8 Million
1.72% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
85,633
shares
|
$24.7 Million
0.36% of portfolio
|
Q1 2025
Added 61.33%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
85,625
shares
|
$24.7 Million
1.43% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
85,321
shares
|
$24.6 Million
0.77% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
85,296
shares
|
$24.6 Million
1.05% of portfolio
|
Q3 2021
Added 2.11%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
85,081
shares
|
$24.6 Million
1.83% of portfolio
|
Q1 2025
Reduced 0.32%
|