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 |
|---|---|---|---|---|---|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
73,577
shares
|
$21.3 Million
1.02% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
73,445
shares
|
$21.3 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
73,372
shares
|
$21.3 Million
1.61% of portfolio
|
Q4 2022
Reduced 1.11%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
73,248
shares
|
$21.2 Million
1.83% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
73,227
shares
|
$21.2 Million
1.5% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
73,152
shares
|
$21.2 Million
1.96% of portfolio
|
Q1 2025
Reduced 16.93%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
72,957
shares
|
$21.2 Million
2.12% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
72,767
shares
|
$21.1 Million
0.81% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
72,700
shares
|
$21.1 Million
0.73% of portfolio
|
Q4 2021
Reduced 14.6%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
72,632
shares
|
$21.1 Million
0.59% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
72,456
shares
|
$21 Million
1.97% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
72,299
shares
|
$21 Million
2.94% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Osher Van De Voorde Investment Management
|
Jul 11, 2025 Q2 2025 |
72,287
shares
|
$21 Million
5.24% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
72,225
shares
|
$20.9 Million
2.75% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
72,055
shares
|
$20.9 Million
2.6% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
71,714
shares
|
$20.8 Million
2.36% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
71,665
shares
|
$20.8 Million
1.2% of portfolio
|
Q4 2024
Reduced 14.38%
|
|
|
Richard C. Young & Co., Ltd.
|
May 02, 2025 Q1 2025 |
71,299
shares
|
$20.7 Million
2.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
May 12, 2025 Q1 2025 |
70,586
shares
|
$20.5 Million
0.83% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
70,459
shares
|
$20.4 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
70,159
shares
|
$20.3 Million
1.71% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
70,153
shares
|
$20.3 Million
3.27% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
69,967
shares
|
$20.3 Million
1.12% of portfolio
|
Q1 2025
Reduced 18.28%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
69,921
shares
|
$20.3 Million
1.03% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
69,862
shares
|
$20.3 Million
1.48% of portfolio
|
Q4 2024
Added 1.03%
|