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 5,333 institutions that hold shares in the stock, with a total of 2.09 Billion shares, which have been reported (via 13F filing form) to have a value of $652 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
30,864
shares
|
$9.62 Million
0.91% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Overbrook Management Corp
New York, NY |
Jul 17, 2025 Q2 2025 |
30,862
shares
|
$9.62 Million
1.7% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
30,845
shares
|
$9.62 Million
0.56% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
30,812
shares
|
$9.61 Million
0.95% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
30,797
shares
|
$9.6 Million
1.68% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
30,792
shares
|
$9.6 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
30,772
shares
|
$9.59 Million
4.2% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Udine Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
30,752
shares
|
$9.59 Million
5.29% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Summerhill Capital Management Lnc.
Toronto, A6 |
Aug 08, 2025 Q2 2025 |
30,741
shares
|
$9.58 Million
10.0% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
30,731
shares
|
$9.58 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
30,725
shares
|
$9.58 Million
1.39% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
30,714
shares
|
$9.58 Million
2.73% of portfolio
|
Q2 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
30,703
shares
|
$9.57 Million
3.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 12, 2025 Q2 2025 |
30,579
shares
|
$9.53 Million
5.22% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Concorde Financial Corp
Dallas, TX |
Aug 14, 2025 Q2 2025 |
30,547
shares
|
$9.52 Million
5.67% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Aug 08, 2025 Q2 2025 |
30,522
shares
|
$9.52 Million
8.54% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
30,505
shares
|
$9.51 Million
1.67% of portfolio
|
Q2 2025
Added 65.66%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
30,501
shares
|
$9.51 Million
1.23% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Hgk Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
30,492
shares
|
$9.51 Million
1.52% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
30,452
shares
|
$9.49 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
30,424
shares
|
$9.48 Million
2.77% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
30,400
shares
|
$9.48 Million
0.41% of portfolio
|
Q2 2022
Reduced 5.52%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
30,400
shares
|
$9.48 Million
1.1% of portfolio
|
Q2 2024
Reduced 22.51%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
30,358
shares
|
$9.46 Million
1.91% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
30,331
shares
|
$9.46 Million
1.32% of portfolio
|
Q2 2025
Reduced 8.58%
|