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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
55,399
shares
|
$17.3 Million
0.79% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
55,388
shares
|
$17.3 Million
1.1% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
55,356
shares
|
$17.3 Million
1.67% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
55,353
shares
|
$17.3 Million
1.52% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
55,277
shares
|
$17.2 Million
4.06% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
55,268
shares
|
$17.2 Million
1.4% of portfolio
|
Q1 2023
Added 1.6%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
55,209
shares
|
$17.2 Million
0.93% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
55,165
shares
|
$17.2 Million
2.55% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
54,979
shares
|
$17.1 Million
3.27% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
54,879
shares
|
$17.1 Million
0.3% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
54,788
shares
|
$17.1 Million
2.66% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
54,715
shares
|
$17.1 Million
1.46% of portfolio
|
Q2 2025
Added 57.58%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
54,710
shares
|
$17.1 Million
1.7% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Gam Holding Ag
|
Aug 04, 2025 Q2 2025 |
54,668
shares
|
$17 Million
1.2% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
54,502
shares
|
$17 Million
2.27% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Community Bank Of Raymore
|
Jul 29, 2025 Q2 2025 |
54,390
shares
|
$17 Million
11.91% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
54,357
shares
|
$16.9 Million
1.15% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
54,327
shares
|
$16.9 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
54,285
shares
|
$16.9 Million
1.47% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
54,068
shares
|
$16.9 Million
2.49% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
53,946
shares
|
$16.8 Million
0.66% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
53,737
shares
|
$16.8 Million
2.92% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
53,692
shares
|
$16.7 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
53,513
shares
|
$16.7 Million
0.78% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
53,479
shares
|
$16.7 Million
1.67% of portfolio
|
Q2 2025
Reduced 34.98%
|