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 5,232 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 $605 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
34,898
shares
|
$10.3 Million
0.7% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
34,856
shares
|
$10.3 Million
1.78% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
34,696
shares
|
$10.3 Million
3.68% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
34,668
shares
|
$10.3 Million
1.73% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
34,617
shares
|
$10.3 Million
3.42% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
34,590
shares
|
$10.3 Million
1.99% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
34,585
shares
|
$10.3 Million
0.76% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Cinctive Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
34,566
shares
|
$10.3 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
34,533
shares
|
$10.2 Million
0.24% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
34,502
shares
|
$10.2 Million
2.64% of portfolio
|
Q4 2024
Reduced 16.87%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
34,451
shares
|
$10.2 Million
0.39% of portfolio
|
Q3 2022
Added 9.84%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
34,438
shares
|
$10.2 Million
0.72% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
34,415
shares
|
$10.2 Million
2.96% of portfolio
|
Q1 2025
Added 632.55%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
34,403
shares
|
$10.2 Million
0.39% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
34,377
shares
|
$10.2 Million
3.64% of portfolio
|
Q4 2024
Reduced 60.47%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
34,337
shares
|
$10.2 Million
5.99% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
34,327
shares
|
$10.2 Million
0.25% of portfolio
|
Q1 2025
Reduced 41.4%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
34,309
shares
|
$10.2 Million
1.36% of portfolio
|
Q1 2025
Added 9.58%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
34,283
shares
|
$10.2 Million
0.71% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
34,271
shares
|
$10.2 Million
1.85% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
34,120
shares
|
$10.1 Million
1.65% of portfolio
|
Q1 2024
Added 172.44%
|
|
|
Harvey Capital Management Inc
|
Apr 30, 2025 Q1 2025 |
34,062
shares
|
$10.1 Million
2.2% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
33,940
shares
|
$10.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 17.36%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
33,931
shares
|
$10.1 Million
3.27% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
33,927
shares
|
$10.1 Million
2.32% of portfolio
|
Q1 2025
Added 2.26%
|