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 5,228 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 $594 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
39,032
shares
|
$11.4 Million
1.88% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Hixon Zuercher, LLC
|
Apr 25, 2025 Q1 2025 |
39,010
shares
|
$11.4 Million
3.4% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
38,853
shares
|
$11.3 Million
0.5% of portfolio
|
Q3 2022
Reduced 1.42%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Apr 17, 2025 Q1 2025 |
38,825
shares
|
$11.3 Million
2.96% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
38,721
shares
|
$11.3 Million
0.59% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
38,706
shares
|
$11.3 Million
0.14% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
38,691
shares
|
$11.3 Million
2.97% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
38,674
shares
|
$11.3 Million
0.23% of portfolio
|
Q1 2025
Reduced 59.56%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
38,598
shares
|
$11.2 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
38,583
shares
|
$11.2 Million
1.34% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
38,556
shares
|
$11.2 Million
1.35% of portfolio
|
Q1 2023
Added 0.4%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
38,496
shares
|
$11.2 Million
1.35% of portfolio
|
Q4 2022
Reduced 8.04%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
38,484
shares
|
$11.2 Million
0.41% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
38,347
shares
|
$11.2 Million
1.24% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
38,260
shares
|
$11.2 Million
2.51% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
38,232
shares
|
$11.1 Million
0.17% of portfolio
|
Q3 2022
Reduced 21.68%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
38,207
shares
|
$11.1 Million
2.58% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
38,118
shares
|
$11.1 Million
0.86% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
38,003
shares
|
$11.1 Million
5.33% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
37,958
shares
|
$11.1 Million
1.87% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
37,857
shares
|
$11 Million
0.99% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
37,832
shares
|
$11 Million
0.64% of portfolio
|
Q2 2025
Reduced 19.15%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
37,816
shares
|
$11 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
37,688
shares
|
$11 Million
2.51% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
37,657
shares
|
$11 Million
0.42% of portfolio
|
Q1 2025
Added 9.09%
|