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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
77,837
shares
|
$22.6 Million
2.94% of portfolio
|
Q1 2024
Added 464.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
77,523
shares
|
$22.5 Million
0.42% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
77,370
shares
|
$22.4 Million
2.54% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
77,328
shares
|
$22.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
77,311
shares
|
$22.4 Million
2.89% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Bdf Gestion
Paris, I0 |
Jul 11, 2025 Q2 2025 |
77,211
shares
|
$22.4 Million
2.51% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
77,208
shares
|
$22.4 Million
0.72% of portfolio
|
Q1 2025
Added 62.3%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
76,989
shares
|
$22.3 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
76,645
shares
|
$22.2 Million
3.63% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
76,612
shares
|
$22.2 Million
1.98% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
76,186
shares
|
$22.1 Million
2.39% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
75,979
shares
|
$22 Million
0.37% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
May 12, 2025 Q1 2025 |
75,877
shares
|
$22 Million
1.32% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
75,787
shares
|
$22 Million
1.95% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
75,718
shares
|
$22 Million
0.89% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
75,014
shares
|
$21.7 Million
0.24% of portfolio
|
Q2 2025
Added 109.89%
|
|
|
Ccm Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
74,943
shares
|
$21.7 Million
2.37% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
74,825
shares
|
$21.7 Million
2.5% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
74,717
shares
|
$21.7 Million
1.84% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
74,569
shares
|
$21.6 Million
0.3% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
74,530
shares
|
$21.6 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
74,464
shares
|
$21.6 Million
1.77% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
74,425
shares
|
$21.6 Million
0.81% of portfolio
|
Q1 2025
Added 18.35%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
74,287
shares
|
$21.5 Million
0.92% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
73,884
shares
|
$21.4 Million
0.06% of portfolio
|
Q1 2025
Added 43.28%
|