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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
39,963
shares
|
$11.6 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
39,913
shares
|
$11.6 Million
0.48% of portfolio
|
Q4 2022
Added 4.07%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
39,895
shares
|
$11.6 Million
1.39% of portfolio
|
Q1 2025
Reduced 29.4%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
39,892
shares
|
$11.6 Million
1.88% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
39,845
shares
|
$11.6 Million
3.85% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
39,842
shares
|
$11.6 Million
6.75% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
39,839
shares
|
$11.6 Million
3.02% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
39,834
shares
|
$11.6 Million
0.47% of portfolio
|
Q1 2025
Added 18.06%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
39,791
shares
|
$11.6 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
39,777
shares
|
$11.6 Million
0.58% of portfolio
|
Q2 2023
Reduced 2.18%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
39,773
shares
|
$11.6 Million
3.28% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
39,663
shares
|
$11.5 Million
2.26% of portfolio
|
Q1 2025
Reduced 24.84%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
39,662
shares
|
$11.5 Million
0.94% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
39,646
shares
|
$11.5 Million
0.65% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
39,582
shares
|
$11.5 Million
2.82% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
39,561
shares
|
$11.5 Million
2.57% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jul 18, 2025 Q2 2025 |
39,551
shares
|
$11.5 Million
1.98% of portfolio
|
Q2 2025
Reduced 61.42%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
39,542
shares
|
$11.5 Million
5.42% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
39,462
shares
|
$11.5 Million
4.05% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Rwq Financial Management Services, Inc.
|
May 02, 2025 Q1 2025 |
39,450
shares
|
$11.5 Million
6.47% of portfolio
|
Q1 2025
Reduced 61.08%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
39,357
shares
|
$11.5 Million
2.71% of portfolio
|
Q1 2025
Reduced 17.06%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
39,281
shares
|
$11.4 Million
2.07% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
39,155
shares
|
$11.4 Million
0.75% of portfolio
|
Q2 2024
Reduced 9.03%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
39,129
shares
|
$11.4 Million
1.74% of portfolio
|
Q1 2025
Reduced 11.23%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
39,058
shares
|
$11.4 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.81%
|