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 5,227 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 $593 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
44,254
shares
|
$12.9 Million
1.87% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
44,208
shares
|
$12.9 Million
6.72% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
44,074
shares
|
$12.8 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
44,058
shares
|
$12.8 Million
0.8% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
44,047
shares
|
$12.8 Million
0.56% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
43,955
shares
|
$12.8 Million
0.48% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
43,946
shares
|
$12.8 Million
2.24% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Coerente Capital Management
|
Apr 15, 2025 Q1 2025 |
43,946
shares
|
$12.8 Million
2.16% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
43,772
shares
|
$12.7 Million
2.73% of portfolio
|
Q1 2025
Added 72.45%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
43,717
shares
|
$12.7 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
43,706
shares
|
$12.7 Million
1.41% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
43,704
shares
|
$12.7 Million
2.19% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
May 14, 2025 Q1 2025 |
43,675
shares
|
$12.7 Million
5.55% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
43,356
shares
|
$12.6 Million
1.59% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
43,347
shares
|
$12.6 Million
2.08% of portfolio
|
Q1 2023
Added 0.08%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
43,327
shares
|
$12.6 Million
2.94% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
43,251
shares
|
$12.6 Million
1.06% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
43,235
shares
|
$12.6 Million
2.29% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
43,214
shares
|
$12.6 Million
4.55% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Moore Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
43,171
shares
|
$12.6 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
43,109
shares
|
$12.5 Million
3.74% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
43,031
shares
|
$12.5 Million
0.81% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
May 15, 2025 Q1 2025 |
42,994
shares
|
$12.5 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
42,940
shares
|
$12.5 Million
2.58% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
42,813
shares
|
$12.5 Million
1.31% of portfolio
|
Q1 2025
Reduced 6.55%
|