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 |
|---|---|---|---|---|---|
|
Bell & Brown Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
33,931
shares
|
$9.89 Million
3.27% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
33,927
shares
|
$9.89 Million
2.32% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
33,914
shares
|
$9.88 Million
3.05% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
33,859
shares
|
$9.87 Million
2.07% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
33,828
shares
|
$9.86 Million
0.97% of portfolio
|
Q3 2022
Reduced 18.31%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
33,783
shares
|
$9.85 Million
0.39% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
33,740
shares
|
$9.83 Million
1.29% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
May 12, 2025 Q1 2025 |
33,731
shares
|
$9.83 Million
0.35% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
33,705
shares
|
$9.82 Million
0.33% of portfolio
|
Q1 2025
Added 114.89%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
33,704
shares
|
$9.82 Million
0.08% of portfolio
|
Q1 2025
Reduced 88.17%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
33,660
shares
|
$9.81 Million
2.78% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
33,593
shares
|
$9.79 Million
4.73% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
33,576
shares
|
$9.79 Million
0.62% of portfolio
|
Q1 2025
Reduced 19.02%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
33,573
shares
|
$9.78 Million
1.88% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
33,556
shares
|
$9.78 Million
2.54% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
33,539
shares
|
$9.77 Million
2.36% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
33,514
shares
|
$9.77 Million
4.11% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
33,498
shares
|
$9.76 Million
2.31% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Globeflex Capital L P
San Diego, CA |
May 12, 2025 Q1 2025 |
33,400
shares
|
$9.73 Million
0.78% of portfolio
|
Q4 2022
New holding
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
33,335
shares
|
$9.71 Million
2.98% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
33,277
shares
|
$9.7 Million
1.53% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
33,242
shares
|
$9.69 Million
2.02% of portfolio
|
Q1 2025
Added 1400.77%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
33,235
shares
|
$9.69 Million
0.45% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Palmer Knight CO
|
May 06, 2025 Q1 2025 |
33,208
shares
|
$9.68 Million
4.05% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
33,150
shares
|
$9.66 Million
5.66% of portfolio
|
Q1 2025
Added 33.17%
|