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 |
---|---|---|---|---|---|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
1,511
shares
|
$440,350
0.11% of portfolio
|
Q2 2025
Added 13.27%
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
1,511
shares
|
$440,350
0.02% of portfolio
|
Q1 2025
Reduced 47.52%
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
1,511
shares
|
$440,350
0.01% of portfolio
|
Q1 2025
Reduced 17.39%
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
1,507
shares
|
$439,185
0.15% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
1,507
shares
|
$439,185
0.31% of portfolio
|
Q1 2025
Added 0.94%
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
1,507
shares
|
$439,185
0.27% of portfolio
|
Q2 2025
Added 0.6%
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
1,504
shares
|
$438,310
0.42% of portfolio
|
Q2 2023
New holding
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
1,503
shares
|
$438,019
0.08% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
1,503
shares
|
$438,019
0.1% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
Highlander Partners, L.P.
|
May 05, 2025 Q1 2025 |
1,500
shares
|
$437,145
0.22% of portfolio
|
Q1 2024
New holding
|
|
Colrain Capital LLC
Boston, MA |
May 12, 2025 Q1 2025 |
1,500
shares
|
$437,145
0.32% of portfolio
|
Q4 2024
New holding
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
1,500
shares
|
$437,145
0.26% of portfolio
|
Q3 2024
Reduced 13.94%
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
1,499
shares
|
$436,853
0.39% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,498
shares
|
$436,562
0.19% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
1,496
shares
|
$435,979
0.32% of portfolio
|
Q2 2023
New holding
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,495
shares
|
$435,687
0.11% of portfolio
|
Q3 2024
Added 0.07%
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
1,494
shares
|
$435,396
0.44% of portfolio
|
Q2 2025
Added 0.54%
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
1,493
shares
|
$435,104
0.37% of portfolio
|
Q2 2025
Reduced 16.17%
|
|
Advanced Portfolio Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,478
shares
|
$430,733
0.73% of portfolio
|
Q1 2025
New holding
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,474
shares
|
$429,567
0.05% of portfolio
|
Q4 2024
Added 10.49%
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
1,472
shares
|
$428,984
0.02% of portfolio
|
Q1 2025
Added 105.87%
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
1,470
shares
|
$428,402
0.14% of portfolio
|
Q2 2025
Added 16.57%
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
1,469
shares
|
$428,110
0.11% of portfolio
|
Q2 2025
Added 15.22%
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
1,468
shares
|
$427,819
0.24% of portfolio
|
Q1 2024
New holding
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
1,468
shares
|
$427,819
0.05% of portfolio
|
Q1 2025
Added 2.16%
|