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 |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
66,911
shares
|
$19.4 Million
0.41% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
66,803
shares
|
$19.4 Million
0.46% of portfolio
|
Q1 2025
Added 26.3%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
66,707
shares
|
$19.3 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
66,672
shares
|
$19.3 Million
1.15% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
66,491
shares
|
$19.3 Million
1.03% of portfolio
|
Q3 2022
Added 5.67%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
66,465
shares
|
$19.3 Million
7.16% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
66,446
shares
|
$19.3 Million
3.23% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
66,254
shares
|
$19.2 Million
5.21% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
66,237
shares
|
$19.2 Million
2.84% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Winslow Asset Management Inc
|
May 02, 2025 Q1 2025 |
66,177
shares
|
$19.2 Million
3.58% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
66,169
shares
|
$19.2 Million
1.55% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
66,074
shares
|
$19.2 Million
2.32% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
65,974
shares
|
$19.1 Million
0.4% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
65,921
shares
|
$19.1 Million
3.37% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
65,715
shares
|
$19.1 Million
0.46% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
65,626
shares
|
$19 Million
1.08% of portfolio
|
Q2 2025
Added 27.07%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
65,584
shares
|
$19 Million
0.5% of portfolio
|
Q1 2025
Reduced 75.35%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
65,511
shares
|
$19 Million
1.33% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
65,287
shares
|
$18.9 Million
1.79% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
65,070
shares
|
$18.9 Million
1.53% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
64,830
shares
|
$18.8 Million
1.24% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
64,793
shares
|
$18.8 Million
3.35% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
64,788
shares
|
$18.8 Million
0.82% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Bank Of Nova Scotia Trust CO
|
May 09, 2025 Q1 2025 |
64,771
shares
|
$18.8 Million
1.85% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
64,397
shares
|
$18.7 Million
3.04% of portfolio
|
Q1 2025
Reduced 6.02%
|