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 |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
31,403
shares
|
$9.15 Million
1.51% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
31,398
shares
|
$9.15 Million
1.05% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
31,377
shares
|
$9.14 Million
1.44% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jul 08, 2025 Q2 2025 |
31,345
shares
|
$9.13 Million
2.86% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
31,315
shares
|
$9.13 Million
2.5% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
31,252
shares
|
$9.11 Million
1.15% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
31,252
shares
|
$9.11 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
31,234
shares
|
$9.1 Million
3.42% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
May 12, 2025 Q1 2025 |
31,200
shares
|
$9.09 Million
1.96% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
31,171
shares
|
$9.08 Million
4.03% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
31,075
shares
|
$9.06 Million
1.06% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
31,016
shares
|
$9.04 Million
2.4% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
30,998
shares
|
$9.03 Million
1.46% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
30,994
shares
|
$9.03 Million
0.7% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
May 15, 2025 Q1 2025 |
30,971
shares
|
$9.03 Million
0.89% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Summerhill Capital Management Lnc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
30,903
shares
|
$9.01 Million
10.16% of portfolio
|
Q1 2025
Reduced 22.89%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
30,894
shares
|
$9 Million
1.78% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
30,882
shares
|
$9 Million
0.44% of portfolio
|
Q1 2025
Added 20.04%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
30,872
shares
|
$9 Million
2.58% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
30,864
shares
|
$8.99 Million
0.91% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Overbrook Management Corp
New York, NY |
Jul 17, 2025 Q2 2025 |
30,862
shares
|
$8.99 Million
1.7% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
30,812
shares
|
$8.98 Million
0.95% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
30,807
shares
|
$8.98 Million
1.54% of portfolio
|
Q1 2025
Added 21.94%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
30,792
shares
|
$8.97 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
30,742
shares
|
$8.96 Million
1.39% of portfolio
|
Q1 2025
Reduced 4.58%
|