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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
33,113
shares
|
$9.65 Million
0.67% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
33,072
shares
|
$9.64 Million
0.81% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
32,967
shares
|
$9.61 Million
0.91% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
32,848
shares
|
$9.57 Million
1.2% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
32,840
shares
|
$9.57 Million
3.65% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
32,839
shares
|
$9.57 Million
4.33% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
32,832
shares
|
$9.57 Million
1.43% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Udine Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
32,794
shares
|
$9.56 Million
5.47% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
32,762
shares
|
$9.55 Million
1.6% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
32,761
shares
|
$9.55 Million
2.88% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
32,755
shares
|
$9.55 Million
0.88% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
32,741
shares
|
$9.54 Million
2.73% of portfolio
|
Q4 2024
Reduced 21.12%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
32,726
shares
|
$9.54 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
32,706
shares
|
$9.53 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
32,694
shares
|
$9.53 Million
1.36% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
32,586
shares
|
$9.5 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
32,582
shares
|
$9.5 Million
0.44% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
32,560
shares
|
$9.49 Million
3.19% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
32,556
shares
|
$9.49 Million
3.29% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
32,555
shares
|
$9.49 Million
2.08% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
32,549
shares
|
$9.49 Million
0.53% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
32,519
shares
|
$9.48 Million
2.35% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
32,457
shares
|
$9.46 Million
2.71% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
32,444
shares
|
$9.46 Million
0.84% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
32,434
shares
|
$9.45 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.66%
|