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 |
|---|---|---|---|---|---|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
41,053
shares
|
$11.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
41,009
shares
|
$11.9 Million
0.71% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
41,000
shares
|
$11.9 Million
0.62% of portfolio
|
Q4 2022
Reduced 10.87%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
40,982
shares
|
$11.9 Million
3.56% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
40,916
shares
|
$11.9 Million
1.07% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
40,914
shares
|
$11.9 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Unison Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
40,887
shares
|
$11.9 Million
5.57% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
40,884
shares
|
$11.9 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
40,815
shares
|
$11.9 Million
2.0% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
40,737
shares
|
$11.9 Million
2.66% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
40,705
shares
|
$11.8 Million
1.32% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
40,685
shares
|
$11.8 Million
3.32% of portfolio
|
Q4 2024
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
40,638
shares
|
$11.8 Million
0.4% of portfolio
|
Q3 2022
Reduced 14.11%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
May 15, 2025 Q1 2025 |
40,607
shares
|
$11.8 Million
1.35% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
40,552
shares
|
$11.8 Million
1.15% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
40,542
shares
|
$11.8 Million
1.88% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
40,503
shares
|
$11.8 Million
0.42% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
May 12, 2025 Q1 2025 |
40,480
shares
|
$11.8 Million
2.13% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
40,435
shares
|
$11.8 Million
0.59% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
40,355
shares
|
$11.7 Million
0.95% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Socorro Asset Management LP
Dallas, TX |
May 15, 2025 Q1 2025 |
40,259
shares
|
$11.7 Million
3.86% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
40,195
shares
|
$11.7 Million
2.06% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
40,190
shares
|
$11.7 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
40,129
shares
|
$11.7 Million
0.94% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
40,093
shares
|
$11.7 Million
0.18% of portfolio
|
Q1 2025
Added 90.62%
|