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 5,232 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 $605 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
29,397
shares
|
$8.72 Million
3.08% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
29,387
shares
|
$8.71 Million
1.32% of portfolio
|
Q1 2025
Reduced 51.74%
|
|
|
Patient Capital Management, LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
29,383
shares
|
$8.71 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
29,378
shares
|
$8.71 Million
2.53% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
29,310
shares
|
$8.69 Million
0.93% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
29,305
shares
|
$8.69 Million
0.24% of portfolio
|
Q1 2025
Added 18.26%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
29,300
shares
|
$8.69 Million
1.58% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
29,260
shares
|
$8.68 Million
0.89% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
29,209
shares
|
$8.66 Million
5.66% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
29,189
shares
|
$8.66 Million
1.69% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
29,185
shares
|
$8.65 Million
2.19% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
29,173
shares
|
$8.65 Million
0.59% of portfolio
|
Q2 2025
Added 713.98%
|
|
|
Sycomore Asset Management
|
May 14, 2025 Q1 2025 |
29,164
shares
|
$8.65 Million
0.87% of portfolio
|
Q4 2024
Added 74.94%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
29,066
shares
|
$8.62 Million
1.19% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
29,065
shares
|
$8.62 Million
0.03% of portfolio
|
Q4 2022
Reduced 4.89%
|
|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
29,000
shares
|
$8.6 Million
1.78% of portfolio
|
Q4 2020
New holding
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 23, 2025 Q2 2025 |
28,994
shares
|
$8.6 Million
2.42% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
28,972
shares
|
$8.59 Million
3.01% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
28,920
shares
|
$8.58 Million
0.39% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
28,873
shares
|
$8.56 Million
1.6% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
28,823
shares
|
$8.55 Million
2.03% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
28,772
shares
|
$8.53 Million
2.17% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
28,741
shares
|
$8.52 Million
2.61% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
28,703
shares
|
$8.51 Million
1.26% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
28,663
shares
|
$8.5 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.2%
|