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 |
|---|---|---|---|---|---|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
59,682
shares
|
$17.3 Million
3.21% of portfolio
|
Q1 2025
Reduced 51.94%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
59,632
shares
|
$17.3 Million
1.18% of portfolio
|
Q3 2023
Reduced 0.62%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
59,529
shares
|
$17.3 Million
3.69% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
59,520
shares
|
$17.3 Million
1.01% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
59,437
shares
|
$17.2 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
59,423
shares
|
$17.2 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
59,414
shares
|
$17.2 Million
2.38% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Artemis Investment Management LLP
|
Apr 24, 2025 Q1 2025 |
59,405
shares
|
$17.2 Million
0.24% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
59,329
shares
|
$17.2 Million
1.38% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
59,147
shares
|
$17.1 Million
0.55% of portfolio
|
Q1 2025
Added 84.41%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
59,106
shares
|
$17.1 Million
0.72% of portfolio
|
Q1 2023
Reduced 7.45%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
59,080
shares
|
$17.1 Million
1.24% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Gam Holding Ag
|
Apr 22, 2025 Q1 2025 |
59,044
shares
|
$17.1 Million
1.22% of portfolio
|
Q1 2025
Reduced 34.91%
|
|
|
Tairen Capital LTD
Grand Cayman, E9 |
May 15, 2025 Q1 2025 |
58,995
shares
|
$17.1 Million
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
58,959
shares
|
$17.1 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
58,741
shares
|
$17 Million
2.85% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
58,720
shares
|
$17 Million
1.16% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
58,671
shares
|
$17 Million
0.64% of portfolio
|
Q1 2025
Reduced 43.83%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
58,608
shares
|
$17 Million
2.39% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
58,517
shares
|
$17 Million
1.27% of portfolio
|
Q1 2025
Added 15.41%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
58,351
shares
|
$16.9 Million
1.91% of portfolio
|
Q4 2023
Reduced 5.24%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
58,195
shares
|
$16.9 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
58,171
shares
|
$16.9 Million
2.82% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
58,054
shares
|
$16.8 Million
2.28% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
58,040
shares
|
$16.8 Million
1.5% of portfolio
|
Q1 2025
Added 6.14%
|