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 |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
69,848
shares
|
$20.2 Million
1.6% of portfolio
|
Q1 2025
Reduced 13.61%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
69,570
shares
|
$20.2 Million
2.04% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
69,558
shares
|
$20.2 Million
1.01% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
69,334
shares
|
$20.1 Million
2.12% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
69,241
shares
|
$20.1 Million
3.16% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
69,127
shares
|
$20 Million
2.34% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
68,963
shares
|
$20 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
68,926
shares
|
$20 Million
1.85% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
68,721
shares
|
$19.9 Million
2.26% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
68,623
shares
|
$19.9 Million
3.54% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
68,546
shares
|
$19.9 Million
1.21% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
68,513
shares
|
$19.9 Million
3.81% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
68,332
shares
|
$19.8 Million
0.95% of portfolio
|
Q1 2025
Added 281.02%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
68,132
shares
|
$19.8 Million
0.56% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
67,873
shares
|
$19.7 Million
0.72% of portfolio
|
Q1 2025
Added 91.82%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
67,854
shares
|
$19.7 Million
0.26% of portfolio
|
Q1 2025
Reduced 23.45%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
67,783
shares
|
$19.7 Million
3.6% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
67,628
shares
|
$19.6 Million
0.7% of portfolio
|
Q1 2025
Added 25.71%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
67,564
shares
|
$19.6 Million
1.15% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
67,462
shares
|
$19.6 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
67,450
shares
|
$19.6 Million
1.91% of portfolio
|
Q3 2023
Reduced 3.89%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
67,370
shares
|
$19.5 Million
0.88% of portfolio
|
Q1 2025
Added 52.44%
|
|
|
Barbara Oil Co.
Chicago, IL |
May 13, 2025 Q1 2025 |
67,000
shares
|
$19.4 Million
6.74% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
66,983
shares
|
$19.4 Million
0.25% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
66,950
shares
|
$19.4 Million
1.72% of portfolio
|
Q2 2025
Added 1.62%
|