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 |
|---|---|---|---|---|---|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
30,730
shares
|
$8.96 Million
1.73% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
30,725
shares
|
$8.95 Million
1.39% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
30,581
shares
|
$8.91 Million
4.57% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
30,551
shares
|
$8.9 Million
2.66% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
30,504
shares
|
$8.89 Million
0.82% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
30,501
shares
|
$8.89 Million
1.23% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Hgk Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
30,492
shares
|
$8.89 Million
1.52% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Concorde Financial Corp
Dallas, TX |
May 14, 2025 Q1 2025 |
30,484
shares
|
$8.88 Million
4.41% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
30,424
shares
|
$8.87 Million
2.77% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Apr 30, 2025 Q1 2025 |
30,403
shares
|
$8.86 Million
7.99% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
30,400
shares
|
$8.86 Million
0.41% of portfolio
|
Q2 2022
Reduced 5.52%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
30,400
shares
|
$8.86 Million
1.1% of portfolio
|
Q2 2024
Reduced 22.51%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
30,398
shares
|
$8.86 Million
2.76% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
30,396
shares
|
$8.86 Million
1.7% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
30,331
shares
|
$8.84 Million
1.32% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
30,250
shares
|
$8.82 Million
0.65% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
30,237
shares
|
$8.81 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
30,232
shares
|
$8.81 Million
1.87% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
30,218
shares
|
$8.81 Million
0.57% of portfolio
|
Q3 2022
Reduced 1.5%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
May 09, 2025 Q1 2025 |
30,205
shares
|
$8.8 Million
2.76% of portfolio
|
Q1 2024
Added 17.99%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
30,168
shares
|
$8.79 Million
0.29% of portfolio
|
Q1 2025
Added 259.4%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
30,110
shares
|
$8.77 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
30,093
shares
|
$8.77 Million
0.34% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
30,092
shares
|
$8.77 Million
1.64% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
30,086
shares
|
$8.77 Million
3.07% of portfolio
|
Q1 2025
Reduced 4.31%
|