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 |
|---|---|---|---|---|---|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
64,113
shares
|
$18.6 Million
1.97% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
64,100
shares
|
$18.6 Million
5.25% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
63,907
shares
|
$18.5 Million
2.78% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
63,802
shares
|
$18.5 Million
0.56% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
63,769
shares
|
$18.5 Million
0.51% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
63,763
shares
|
$18.5 Million
0.74% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
63,693
shares
|
$18.5 Million
4.41% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
63,659
shares
|
$18.5 Million
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
63,578
shares
|
$18.4 Million
0.22% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
63,515
shares
|
$18.4 Million
0.32% of portfolio
|
Q1 2025
Added 14.75%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
63,341
shares
|
$18.4 Million
0.51% of portfolio
|
Q2 2022
Added 1.91%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
63,306
shares
|
$18.4 Million
1.69% of portfolio
|
Q1 2025
Reduced 22.06%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
63,115
shares
|
$18.3 Million
0.1% of portfolio
|
Q2 2022
Added 10.42%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
62,731
shares
|
$18.2 Million
2.36% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
62,665
shares
|
$18.2 Million
0.7% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
62,654
shares
|
$18.2 Million
2.67% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
62,476
shares
|
$18.1 Million
1.13% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
62,438
shares
|
$18.1 Million
1.01% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
62,415
shares
|
$18.1 Million
2.41% of portfolio
|
Q1 2023
Added 99.75%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
62,344
shares
|
$18.1 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Addenda Capital Inc.
|
Jul 17, 2025 Q2 2025 |
62,232
shares
|
$18 Million
0.89% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
62,222
shares
|
$18 Million
0.95% of portfolio
|
Q3 2022
Reduced 15.51%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
62,205
shares
|
$18 Million
1.16% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Torray LLC
|
May 08, 2025 Q1 2025 |
62,097
shares
|
$18 Million
2.38% of portfolio
|
Q1 2025
Reduced 21.49%
|
|
|
Sara Bay Financial
|
Jul 15, 2025 Q2 2025 |
61,964
shares
|
$18 Million
6.73% of portfolio
|
Q2 2025
Reduced 1.77%
|