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 |
|---|---|---|---|---|---|
|
Nat West Group PLC
|
May 14, 2025 Q1 2025 |
61,643
shares
|
$17.9 Million
4.46% of portfolio
|
Q1 2025
Reduced 19.24%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
61,529
shares
|
$17.8 Million
0.39% of portfolio
|
Q1 2025
Added 129.22%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
61,450
shares
|
$17.8 Million
3.17% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Carmel Capital Management L.L.C.
|
Apr 28, 2025 Q1 2025 |
61,372
shares
|
$17.8 Million
6.49% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
61,338
shares
|
$17.8 Million
0.51% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
61,152
shares
|
$17.7 Million
1.4% of portfolio
|
Q2 2025
Added 751.46%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
61,144
shares
|
$17.7 Million
3.91% of portfolio
|
Q2 2022
Reduced 6.22%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
61,077
shares
|
$17.7 Million
3.13% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Buckley Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
61,021
shares
|
$17.7 Million
4.75% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
61,000
shares
|
$17.7 Million
1.97% of portfolio
|
Q2 2024
Reduced 18.45%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
60,947
shares
|
$17.7 Million
0.52% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
60,888
shares
|
$17.7 Million
1.37% of portfolio
|
Q1 2025
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
60,800
shares
|
$17.6 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Mirabella Financial Services LLP
London, X0 |
May 15, 2025 Q1 2025 |
60,799
shares
|
$17.6 Million
0.64% of portfolio
|
Q1 2025
Added 126.09%
|
|
|
Vantage Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
60,715
shares
|
$17.6 Million
1.29% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
60,566
shares
|
$17.6 Million
1.65% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
60,359
shares
|
$17.5 Million
1.22% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
60,205
shares
|
$17.5 Million
0.85% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
60,171
shares
|
$17.4 Million
1.02% of portfolio
|
Q1 2025
Reduced 10.24%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
60,166
shares
|
$17.4 Million
2.74% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
60,165
shares
|
$17.4 Million
3.19% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Ar Asset Management Inc
|
May 13, 2025 Q1 2025 |
60,046
shares
|
$17.4 Million
3.34% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
60,006
shares
|
$17.4 Million
1.0% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
59,809
shares
|
$17.3 Million
2.6% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Jul 11, 2025 Q2 2025 |
59,721
shares
|
$17.3 Million
5.61% of portfolio
|
Q2 2025
Reduced 2.31%
|