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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
36,153
shares
|
$10.5 Million
0.98% of portfolio
|
Q1 2024
Added 416.91%
|
|
|
Mc Broom & Associates, LLC
|
Apr 16, 2025 Q1 2025 |
36,084
shares
|
$10.5 Million
5.26% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
36,060
shares
|
$10.5 Million
1.61% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
36,025
shares
|
$10.5 Million
1.33% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
35,840
shares
|
$10.4 Million
4.07% of portfolio
|
Q2 2025
Added 217.73%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
35,835
shares
|
$10.4 Million
1.84% of portfolio
|
Q1 2025
Reduced 42.75%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
35,819
shares
|
$10.4 Million
1.62% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
35,716
shares
|
$10.4 Million
4.6% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
35,703
shares
|
$10.4 Million
0.53% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
35,693
shares
|
$10.4 Million
0.78% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
35,630
shares
|
$10.4 Million
2.17% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
35,545
shares
|
$10.4 Million
0.65% of portfolio
|
Q1 2025
Added 16.94%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
35,488
shares
|
$10.3 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
35,396
shares
|
$10.3 Million
3.44% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jul 07, 2025 Q2 2025 |
35,330
shares
|
$10.3 Million
5.69% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
35,296
shares
|
$10.3 Million
2.15% of portfolio
|
Q1 2023
Reduced 39.97%
|
|
|
Skylands Capital, LLC
|
Apr 25, 2025 Q1 2025 |
35,285
shares
|
$10.3 Million
1.4% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
35,237
shares
|
$10.3 Million
0.94% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
35,229
shares
|
$10.3 Million
1.92% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jul 09, 2025 Q2 2025 |
35,197
shares
|
$10.3 Million
5.57% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
35,174
shares
|
$10.3 Million
2.86% of portfolio
|
Q4 2023
Reduced 38.58%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
35,150
shares
|
$10.2 Million
2.88% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
35,103
shares
|
$10.2 Million
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
35,074
shares
|
$10.2 Million
1.32% of portfolio
|
Q1 2025
Reduced 3.83%
|