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 |
|---|---|---|---|---|---|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
47,659
shares
|
$13.8 Million
1.0% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
47,609
shares
|
$13.8 Million
3.31% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
47,393
shares
|
$13.7 Million
1.78% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
47,354
shares
|
$13.7 Million
3.18% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Stokes Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
47,312
shares
|
$13.7 Million
3.44% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
47,291
shares
|
$13.7 Million
0.15% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
47,059
shares
|
$13.6 Million
1.1% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
47,002
shares
|
$13.6 Million
3.1% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
46,937
shares
|
$13.6 Million
0.82% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
46,932
shares
|
$13.6 Million
2.71% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
46,792
shares
|
$13.6 Million
0.75% of portfolio
|
Q1 2025
Added 92.13%
|
|
|
Kinsale Capital Group, Inc.
|
May 07, 2025 Q1 2025 |
46,761
shares
|
$13.6 Million
2.82% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Mc Ginn Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
46,712
shares
|
$13.5 Million
7.5% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
May 15, 2025 Q1 2025 |
46,682
shares
|
$13.5 Million
0.05% of portfolio
|
Q1 2025
Added 11.26%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
46,549
shares
|
$13.5 Million
2.14% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Cincinnati Casualty CO
|
May 08, 2025 Q1 2025 |
46,500
shares
|
$13.5 Million
6.54% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
May 08, 2025 Q1 2025 |
46,500
shares
|
$13.5 Million
3.45% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
46,431
shares
|
$13.5 Million
5.28% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
46,427
shares
|
$13.5 Million
1.07% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
46,413
shares
|
$13.5 Million
4.87% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
46,291
shares
|
$13.4 Million
0.47% of portfolio
|
Q4 2022
Added 0.82%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
46,233
shares
|
$13.4 Million
0.95% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
46,224
shares
|
$13.4 Million
0.78% of portfolio
|
Q2 2023
Added 0.64%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
46,175
shares
|
$13.4 Million
0.89% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
45,975
shares
|
$13.3 Million
5.4% of portfolio
|
Q1 2025
Reduced 0.39%
|