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 |
|---|---|---|---|---|---|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
54,410
shares
|
$15.8 Million
0.97% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
54,188
shares
|
$15.7 Million
2.03% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
54,080
shares
|
$15.7 Million
2.62% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
53,992
shares
|
$15.7 Million
0.45% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
53,749
shares
|
$15.6 Million
0.26% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
53,636
shares
|
$15.5 Million
0.97% of portfolio
|
Q1 2025
Added 210.95%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
53,479
shares
|
$15.5 Million
1.67% of portfolio
|
Q2 2025
Reduced 34.98%
|
|
|
Clough Capital Partners L P
Boston, MA |
May 15, 2025 Q1 2025 |
53,400
shares
|
$15.5 Million
1.73% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
53,341
shares
|
$15.5 Million
0.51% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
May 13, 2025 Q1 2025 |
53,142
shares
|
$15.4 Million
0.36% of portfolio
|
Q1 2025
Added 2662.06%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
53,030
shares
|
$15.4 Million
2.83% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
52,943
shares
|
$15.3 Million
1.41% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
52,872
shares
|
$15.3 Million
0.75% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
52,787
shares
|
$15.3 Million
1.76% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
52,613
shares
|
$15.3 Million
4.78% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
52,566
shares
|
$15.2 Million
0.11% of portfolio
|
Q2 2025
Reduced 19.4%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
52,528
shares
|
$15.2 Million
0.7% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Hoertkorn Richard Charles
|
Jul 07, 2025 Q2 2025 |
52,412
shares
|
$15.2 Million
8.56% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
52,405
shares
|
$15.2 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
52,244
shares
|
$15.1 Million
0.03% of portfolio
|
Q3 2024
Added 1741366.62%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
52,232
shares
|
$15.1 Million
2.02% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
52,083
shares
|
$15.1 Million
2.15% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
52,003
shares
|
$15.1 Million
4.57% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
51,923
shares
|
$15.1 Million
1.44% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
51,800
shares
|
$15 Million
2.14% of portfolio
|
Q1 2025
Reduced 0.47%
|