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 |
|---|---|---|---|---|---|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
57,738
shares
|
$16.7 Million
0.89% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
57,689
shares
|
$16.7 Million
2.9% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
57,601
shares
|
$16.7 Million
5.82% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
57,439
shares
|
$16.7 Million
2.68% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
57,239
shares
|
$16.6 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
57,220
shares
|
$16.6 Million
11.68% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
57,189
shares
|
$16.6 Million
2.62% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
57,163
shares
|
$16.6 Million
1.19% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
57,092
shares
|
$16.6 Million
5.44% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Independent Investors Inc
|
Jul 18, 2025 Q2 2025 |
56,934
shares
|
$16.5 Million
3.62% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
56,869
shares
|
$16.5 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
56,752
shares
|
$16.5 Million
1.58% of portfolio
|
Q2 2025
Reduced 37.29%
|
|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
56,714
shares
|
$16.4 Million
3.84% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Venator Management LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
56,570
shares
|
$16.4 Million
4.19% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
56,524
shares
|
$16.4 Million
0.34% of portfolio
|
Q1 2025
Added 109.39%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
56,369
shares
|
$16.3 Million
2.67% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
56,291
shares
|
$16.3 Million
2.96% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
56,204
shares
|
$16.3 Million
2.94% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
56,202
shares
|
$16.3 Million
0.8% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
56,016
shares
|
$16.2 Million
3.06% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Nwi Management LP
New York, NY |
May 15, 2025 Q1 2025 |
56,000
shares
|
$16.2 Million
1.8% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
55,967
shares
|
$16.2 Million
0.88% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
55,936
shares
|
$16.2 Million
4.28% of portfolio
|
Q1 2023
Reduced 9.14%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
55,859
shares
|
$16.2 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
55,779
shares
|
$16.2 Million
3.03% of portfolio
|
Q1 2025
Reduced 1.69%
|