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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
55,768
shares
|
$16.2 Million
0.68% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Community Bank Of Raymore
|
May 12, 2025 Q1 2025 |
55,720
shares
|
$16.2 Million
11.22% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
55,622
shares
|
$16.1 Million
1.34% of portfolio
|
Q4 2022
Reduced 0.32%
|
|
|
Twinbeech Capital LP
Purchase, NY |
May 15, 2025 Q1 2025 |
55,603
shares
|
$16.1 Million
0.28% of portfolio
|
Q1 2025
Reduced 28.08%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
55,559
shares
|
$16.1 Million
3.22% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
55,437
shares
|
$16.1 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
55,429
shares
|
$16.1 Million
0.21% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
55,399
shares
|
$16.1 Million
0.79% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
55,356
shares
|
$16 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
|
$16 Million
1.52% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
55,277
shares
|
$16 Million
4.06% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
55,268
shares
|
$16 Million
1.4% of portfolio
|
Q1 2023
Added 1.6%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
55,207
shares
|
$16 Million
1.57% of portfolio
|
Q1 2025
Added 18.36%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
55,165
shares
|
$16 Million
2.55% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
May 15, 2025 Q1 2025 |
55,140
shares
|
$16 Million
0.37% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Matthew 25 Management Corp
|
May 13, 2025 Q1 2025 |
55,000
shares
|
$15.9 Million
5.47% of portfolio
|
Q1 2025
Reduced 16.35%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
54,996
shares
|
$15.9 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
54,979
shares
|
$15.9 Million
3.27% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
54,976
shares
|
$15.9 Million
0.85% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
54,943
shares
|
$15.9 Million
2.24% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
54,890
shares
|
$15.9 Million
3.43% of portfolio
|
Q1 2025
Reduced 27.36%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
54,788
shares
|
$15.9 Million
2.66% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
54,710
shares
|
$15.9 Million
1.7% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
54,590
shares
|
$15.8 Million
0.56% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
54,451
shares
|
$15.8 Million
3.34% of portfolio
|
Q1 2025
Reduced 26.41%
|