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 |
|---|---|---|---|---|---|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
15,018
shares
|
$4.68 Million
2.77% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
15,014
shares
|
$4.68 Million
0.97% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Bleichroeder LP
New York, NY |
Aug 14, 2025 Q2 2025 |
15,000
shares
|
$4.68 Million
1.38% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
14,984
shares
|
$4.67 Million
0.96% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
14,983
shares
|
$4.67 Million
0.42% of portfolio
|
Q2 2025
Reduced 26.01%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
14,977
shares
|
$4.67 Million
0.5% of portfolio
|
Q2 2025
Reduced 27.9%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
14,974
shares
|
$4.67 Million
1.09% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
14,949
shares
|
$4.66 Million
1.5% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
14,936
shares
|
$4.66 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
14,915
shares
|
$4.65 Million
0.42% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Aug 12, 2025 Q2 2025 |
14,914
shares
|
$4.65 Million
3.32% of portfolio
|
Q2 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
14,896
shares
|
$4.64 Million
1.37% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
14,873
shares
|
$4.64 Million
0.67% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
14,869
shares
|
$4.64 Million
1.19% of portfolio
|
Q2 2025
Added 49.72%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
14,841
shares
|
$4.63 Million
1.61% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,816
shares
|
$4.62 Million
0.59% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
14,807
shares
|
$4.62 Million
1.37% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Affinity Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
14,805
shares
|
$4.62 Million
3.29% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
14,802
shares
|
$4.61 Million
2.69% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2025 Q2 2025 |
14,766
shares
|
$4.6 Million
1.43% of portfolio
|
Q2 2025
Added 258.75%
|
|
|
Boit C F David
Boston, MA |
Jul 30, 2025 Q2 2025 |
14,751
shares
|
$4.6 Million
2.08% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
14,750
shares
|
$4.6 Million
1.48% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
14,747
shares
|
$4.6 Million
1.35% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
14,738
shares
|
$4.59 Million
1.57% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
14,724
shares
|
$4.59 Million
0.99% of portfolio
|
Q2 2025
Added 0.41%
|