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 |
|---|---|---|---|---|---|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
49,664
shares
|
$14.4 Million
1.14% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
49,630
shares
|
$14.4 Million
0.55% of portfolio
|
Q4 2022
Reduced 0.23%
|
|
|
Hwg Holdings LP
Houston, TX |
Jul 10, 2025 Q2 2025 |
49,545
shares
|
$14.4 Million
4.43% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
49,506
shares
|
$14.4 Million
1.87% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
49,377
shares
|
$14.3 Million
0.77% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
49,336
shares
|
$14.3 Million
1.49% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
49,333
shares
|
$14.3 Million
2.33% of portfolio
|
Q1 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
49,320
shares
|
$14.3 Million
1.03% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
Adalta Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
49,158
shares
|
$14.3 Million
7.25% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
49,148
shares
|
$14.2 Million
1.17% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
49,124
shares
|
$14.2 Million
4.9% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
48,980
shares
|
$14.2 Million
0.67% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
48,980
shares
|
$14.2 Million
0.9% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
48,932
shares
|
$14.2 Million
1.33% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
48,796
shares
|
$14.1 Million
1.47% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
48,561
shares
|
$14.1 Million
2.72% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
48,521
shares
|
$14.1 Million
1.39% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
48,224
shares
|
$14 Million
3.79% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
48,114
shares
|
$13.9 Million
1.42% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
48,068
shares
|
$13.9 Million
0.25% of portfolio
|
Q2 2025
Added 147.7%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
48,000
shares
|
$13.9 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
47,996
shares
|
$13.9 Million
2.1% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
47,891
shares
|
$13.9 Million
1.13% of portfolio
|
Q2 2025
Added 51.91%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
47,826
shares
|
$13.9 Million
3.17% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
47,682
shares
|
$13.8 Million
3.76% of portfolio
|
Q2 2025
Reduced 2.02%
|