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 |
|---|---|---|---|---|---|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
32,424
shares
|
$9.45 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
Nov 14, 2023 Q3 2023 |
32,389
shares
|
$9.44 Million
8.3% of portfolio
|
Q3 2023
Added 0.75%
|
|
|
Ctc LLC
|
May 15, 2025 Q1 2025 |
32,364
shares
|
$9.43 Million
0.01% of portfolio
|
Q1 2025
Added 182.38%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
32,315
shares
|
$9.42 Million
1.28% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
32,298
shares
|
$9.41 Million
1.8% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
32,254
shares
|
$9.4 Million
1.02% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
32,232
shares
|
$9.39 Million
1.14% of portfolio
|
Q1 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
32,203
shares
|
$9.38 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
32,140
shares
|
$9.37 Million
2.58% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
32,055
shares
|
$9.34 Million
0.67% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
32,022
shares
|
$9.33 Million
1.03% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
32,018
shares
|
$9.33 Million
0.2% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
31,964
shares
|
$9.32 Million
4.37% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
31,870
shares
|
$9.29 Million
0.64% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
31,797
shares
|
$9.27 Million
0.39% of portfolio
|
Q3 2023
Reduced 10.57%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
31,682
shares
|
$9.23 Million
0.92% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
May 15, 2025 Q1 2025 |
31,644
shares
|
$9.22 Million
5.29% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
31,625
shares
|
$9.22 Million
1.62% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
31,616
shares
|
$9.21 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
31,588
shares
|
$9.21 Million
0.2% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
31,507
shares
|
$9.18 Million
4.57% of portfolio
|
Q3 2024
Reduced 91.73%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
31,480
shares
|
$9.17 Million
0.36% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
31,434
shares
|
$9.16 Million
2.69% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
31,423
shares
|
$9.16 Million
0.2% of portfolio
|
Q3 2023
Added 34.06%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
31,422
shares
|
$9.16 Million
1.6% of portfolio
|
Q2 2025
Reduced 4.05%
|