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 |
|---|---|---|---|---|---|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
42,813
shares
|
$12.5 Million
0.91% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
42,767
shares
|
$12.4 Million
3.65% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
42,726
shares
|
$12.4 Million
1.07% of portfolio
|
Q1 2025
Reduced 16.69%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
42,672
shares
|
$12.4 Million
1.7% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Maltese Capital Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
42,500
shares
|
$12.4 Million
1.81% of portfolio
|
Q1 2025
Added 30.97%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
42,449
shares
|
$12.4 Million
0.72% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Asset Planning Services Inc
|
Jun 09, 2025 Q1 2025 |
42,142
shares
|
$12.3 Million
5.26% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
42,096
shares
|
$12.2 Million
2.63% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
42,011
shares
|
$12.2 Million
1.87% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
42,000
shares
|
$12.2 Million
1.76% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
41,991
shares
|
$12.2 Million
1.79% of portfolio
|
Q1 2025
Added 36.93%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
41,976
shares
|
$12.2 Million
0.95% of portfolio
|
Q1 2025
Added 26.17%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
41,880
shares
|
$12.2 Million
0.2% of portfolio
|
Q1 2025
Reduced 78.96%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
41,838
shares
|
$12.2 Million
1.79% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
41,836
shares
|
$12.2 Million
3.02% of portfolio
|
Q1 2024
New holding
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
41,834
shares
|
$12.2 Million
1.87% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
41,728
shares
|
$12.1 Million
0.55% of portfolio
|
Q4 2022
Reduced 3.16%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
41,701
shares
|
$12.1 Million
0.57% of portfolio
|
Q1 2025
Added 20.13%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
41,630
shares
|
$12.1 Million
0.59% of portfolio
|
Q1 2025
Added 24.21%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
41,490
shares
|
$12.1 Million
2.01% of portfolio
|
Q1 2025
Added 183.27%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
41,489
shares
|
$12.1 Million
2.93% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
41,279
shares
|
$12 Million
0.36% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
41,206
shares
|
$12 Million
0.59% of portfolio
|
Q1 2025
Added 2918.75%
|
|
|
Chronos Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
41,187
shares
|
$12 Million
6.3% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
41,114
shares
|
$12 Million
1.52% of portfolio
|
Q2 2025
Added 0.54%
|