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 |
|---|---|---|---|---|---|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
57,689
shares
|
$18 Million
2.9% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
57,601
shares
|
$18 Million
5.82% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Dividend Assets Capital, LLC
|
Aug 14, 2025 Q2 2025 |
57,578
shares
|
$17.9 Million
3.06% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
57,314
shares
|
$17.9 Million
0.65% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
57,220
shares
|
$17.8 Million
13.93% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
57,170
shares
|
$17.8 Million
1.19% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
57,092
shares
|
$17.8 Million
5.44% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Independent Investors Inc
|
Jul 18, 2025 Q2 2025 |
56,934
shares
|
$17.7 Million
3.62% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
56,869
shares
|
$17.7 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
56,752
shares
|
$17.7 Million
1.58% of portfolio
|
Q2 2025
Reduced 37.29%
|
|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
56,714
shares
|
$17.7 Million
3.84% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Venator Management LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
56,595
shares
|
$17.6 Million
4.31% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
56,369
shares
|
$17.6 Million
2.67% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Rwq Financial Management Services, Inc.
|
Jul 29, 2025 Q2 2025 |
56,200
shares
|
$17.5 Million
7.13% of portfolio
|
Q2 2025
Added 42.46%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
56,016
shares
|
$17.5 Million
3.06% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Nwi Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
56,000
shares
|
$17.5 Million
0.85% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
55,962
shares
|
$17.4 Million
0.94% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
55,936
shares
|
$17.4 Million
4.28% of portfolio
|
Q1 2023
Reduced 9.14%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
55,694
shares
|
$17.4 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2025 Q2 2025 |
55,639
shares
|
$17.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 88.79%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
55,622
shares
|
$17.3 Million
1.34% of portfolio
|
Q4 2022
Reduced 0.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
55,485
shares
|
$17.3 Million
0.38% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
55,465
shares
|
$17.3 Million
3.52% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
55,437
shares
|
$17.3 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
55,429
shares
|
$17.3 Million
0.21% of portfolio
|
Q2 2025
Added 5.2%
|