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 5,333 institutions that hold shares in the stock, with a total of 2.09 Billion shares, which have been reported (via 13F filing form) to have a value of $652 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
69,862
shares
|
$21.8 Million
1.48% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
69,438
shares
|
$21.6 Million
0.38% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Allied Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
69,418
shares
|
$21.6 Million
3.52% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
69,127
shares
|
$21.6 Million
2.34% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
68,963
shares
|
$21.5 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
68,926
shares
|
$21.5 Million
1.85% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
68,779
shares
|
$21.4 Million
0.11% of portfolio
|
Q2 2025
Reduced 46.69%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
68,623
shares
|
$21.4 Million
3.54% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
68,583
shares
|
$21.4 Million
0.58% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
68,513
shares
|
$21.4 Million
3.81% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
68,405
shares
|
$21.3 Million
0.45% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
68,397
shares
|
$21.3 Million
1.8% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
68,333
shares
|
$21.3 Million
3.49% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
68,132
shares
|
$21.2 Million
0.56% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
68,123
shares
|
$21.2 Million
1.26% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
67,971
shares
|
$21.2 Million
0.94% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
67,805
shares
|
$21.1 Million
1.09% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
67,751
shares
|
$21.1 Million
0.57% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
67,656
shares
|
$21.1 Million
1.06% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
67,564
shares
|
$21.1 Million
1.15% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
67,471
shares
|
$21 Million
0.47% of portfolio
|
Q2 2025
Reduced 54.88%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
67,450
shares
|
$21 Million
1.91% of portfolio
|
Q3 2023
Reduced 3.89%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
67,265
shares
|
$21 Million
0.28% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
67,260
shares
|
$21 Million
2.51% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
67,257
shares
|
$21 Million
3.96% of portfolio
|
Q2 2025
Reduced 0.78%
|