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 |
|---|---|---|---|---|---|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
37,638
shares
|
$11 Million
2.03% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
37,486
shares
|
$10.9 Million
0.23% of portfolio
|
Q1 2025
Added 39.77%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
37,485
shares
|
$10.9 Million
1.93% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
37,439
shares
|
$10.9 Million
1.81% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
37,353
shares
|
$10.9 Million
1.33% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
37,342
shares
|
$10.9 Million
5.96% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
37,293
shares
|
$10.9 Million
2.99% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
37,150
shares
|
$10.8 Million
1.51% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
May 13, 2025 Q1 2025 |
36,936
shares
|
$10.7 Million
1.71% of portfolio
|
Q1 2025
New holding
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
36,804
shares
|
$10.7 Million
0.35% of portfolio
|
Q2 2022
Reduced 12.38%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
36,756
shares
|
$10.7 Million
1.28% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
36,710
shares
|
$10.7 Million
2.33% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
36,614
shares
|
$10.7 Million
2.48% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
36,563
shares
|
$10.6 Million
0.87% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
36,554
shares
|
$10.6 Million
2.7% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
36,551
shares
|
$10.6 Million
2.46% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
36,518
shares
|
$10.6 Million
3.68% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
36,507
shares
|
$10.6 Million
2.55% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
36,494
shares
|
$10.6 Million
3.11% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Hodges Capital Management Inc.
|
Jun 02, 2025 Q1 2025 |
36,487
shares
|
$10.6 Million
0.96% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
36,445
shares
|
$10.6 Million
0.28% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
36,342
shares
|
$10.6 Million
2.41% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
36,278
shares
|
$10.6 Million
0.61% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
36,212
shares
|
$10.5 Million
0.77% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
36,181
shares
|
$10.5 Million
1.04% of portfolio
|
Q1 2025
Reduced 14.57%
|