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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
80,565
shares
|
$23.4 Million
0.47% of portfolio
|
Q2 2025
Added 53.67%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
80,383
shares
|
$23.3 Million
1.41% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
80,350
shares
|
$23.3 Million
0.37% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
80,185
shares
|
$23.2 Million
1.54% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
80,099
shares
|
$23.2 Million
1.82% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
80,037
shares
|
$23.2 Million
2.98% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
General American Investors CO Inc
|
May 02, 2025 Q1 2025 |
80,000
shares
|
$23.2 Million
1.48% of portfolio
|
Q1 2021
Reduced 5.88%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
May 15, 2025 Q1 2025 |
80,000
shares
|
$23.2 Million
2.46% of portfolio
|
Q4 2023
Added 2.56%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
79,895
shares
|
$23.2 Million
0.95% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
79,851
shares
|
$23.1 Million
1.38% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
79,775
shares
|
$23.1 Million
2.94% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Interval Partners, LP
New York, NY |
May 15, 2025 Q1 2025 |
79,757
shares
|
$23.1 Million
0.42% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Sienna Gestion
Paris, I0 |
May 13, 2025 Q1 2025 |
79,744
shares
|
$23.1 Million
1.58% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
79,712
shares
|
$23.1 Million
0.03% of portfolio
|
Q1 2025
Added 933.21%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
79,598
shares
|
$23.1 Million
0.88% of portfolio
|
Q1 2025
Reduced 23.85%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
79,564
shares
|
$23.1 Million
2.73% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
79,482
shares
|
$23 Million
0.86% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
79,452
shares
|
$23 Million
3.78% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
79,351
shares
|
$23 Million
1.72% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
79,318
shares
|
$23 Million
2.81% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
78,931
shares
|
$22.9 Million
0.59% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
78,785
shares
|
$22.8 Million
0.42% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
78,707
shares
|
$22.8 Million
0.59% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
78,335
shares
|
$22.7 Million
6.09% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
77,909
shares
|
$22.6 Million
2.5% of portfolio
|
Q1 2025
Reduced 0.48%
|