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 |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
45,966
shares
|
$13.3 Million
1.24% of portfolio
|
Q2 2024
Added 342.62%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
45,954
shares
|
$13.3 Million
3.02% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
45,873
shares
|
$13.3 Million
3.6% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
45,798
shares
|
$13.3 Million
2.97% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
45,720
shares
|
$13.3 Million
0.37% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
45,616
shares
|
$13.2 Million
0.34% of portfolio
|
Q3 2022
New holding
|
|
|
Pettee Investors, Inc.
|
May 02, 2025 Q1 2025 |
45,596
shares
|
$13.2 Million
6.84% of portfolio
|
Q1 2025
Reduced 25.9%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
45,544
shares
|
$13.2 Million
2.54% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
45,532
shares
|
$13.2 Million
3.3% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
45,468
shares
|
$13.2 Million
2.37% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Forager Funds Management Pty LTD
|
Nov 08, 2022 Q3 2022 |
45,400
shares
|
$13.2 Million
7.06% of portfolio
|
Q3 2022
New holding
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
45,333
shares
|
$13.1 Million
1.6% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
45,075
shares
|
$13.1 Million
3.95% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
44,985
shares
|
$13 Million
1.9% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
44,984
shares
|
$13 Million
2.21% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
44,871
shares
|
$13 Million
1.74% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
44,717
shares
|
$13 Million
1.81% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
44,660
shares
|
$12.9 Million
1.59% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
44,587
shares
|
$12.9 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
44,557
shares
|
$12.9 Million
3.32% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
May 13, 2025 Q1 2025 |
44,483
shares
|
$12.9 Million
0.44% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
44,481
shares
|
$12.9 Million
0.67% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
44,402
shares
|
$12.9 Million
1.19% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
44,371
shares
|
$12.9 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
44,362
shares
|
$12.9 Million
2.28% of portfolio
|
Q1 2025
Reduced 6.33%
|