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 5,233 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 |
|---|---|---|---|---|---|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
1,625
shares
|
$473,573
0.25% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
1,621
shares
|
$472,408
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
1,616
shares
|
$470,950
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
1,611
shares
|
$469,493
0.14% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
1,609
shares
|
$468,910
0.1% of portfolio
|
Q2 2025
Reduced 11.4%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
1,608
shares
|
$468,619
0.15% of portfolio
|
Q2 2025
Added 17.2%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,607
shares
|
$468,328
0.36% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Private Capital Advisors, Inc.
|
May 01, 2025 Q1 2025 |
1,600
shares
|
$466,288
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
1,599
shares
|
$465,996
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
1,594
shares
|
$464,539
0.23% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
1,593
shares
|
$464,247
0.02% of portfolio
|
Q1 2025
Added 41.22%
|
|
|
Edmp, Inc.
|
Apr 23, 2025 Q1 2025 |
1,589
shares
|
$463,082
0.33% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
1,589
shares
|
$463,082
0.1% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
1,587
shares
|
$462,499
0.25% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
1,582
shares
|
$461,042
0.12% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,580
shares
|
$460,459
0.16% of portfolio
|
Q1 2025
Added 47.11%
|
|
|
Elite Life Management LLC
Erie, PA |
Apr 24, 2025 Q1 2025 |
1,576
shares
|
$459,293
1.21% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
1,576
shares
|
$459,293
0.33% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
1,574
shares
|
$458,710
0.39% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
1,572
shares
|
$458,127
0.11% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
1,571
shares
|
$457,836
0.02% of portfolio
|
Q2 2025
Reduced 13.25%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
1,568
shares
|
$456,962
0.12% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Jul 22, 2025 Q2 2025 |
1,566
shares
|
$456,379
0.15% of portfolio
|
Q2 2025
Added 52.63%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
1,565
shares
|
$456,087
0.43% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
1,561
shares
|
$454,922
0.09% of portfolio
|
Q1 2025
Added 6.41%
|