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 |
|---|---|---|---|---|---|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
1,464
shares
|
$426,653
0.33% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
1,461
shares
|
$425,779
0.21% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
1,461
shares
|
$425,779
0.28% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
1,460
shares
|
$425,487
0.38% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
1,458
shares
|
$424,904
0.3% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
1,458
shares
|
$424,904
0.21% of portfolio
|
Q2 2025
Added 14.53%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
1,458
shares
|
$424,904
0.3% of portfolio
|
Q1 2025
Added 641.29%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,458
shares
|
$424,904
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Lighthouse Financial LLC
Largo, FL |
May 12, 2025 Q1 2025 |
1,457
shares
|
$424,613
0.31% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
1,453
shares
|
$423,447
0.24% of portfolio
|
Q1 2025
Added 22.2%
|
|
|
Ddd Partners, LLC
|
May 02, 2025 Q1 2025 |
1,451
shares
|
$422,864
0.04% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
1,449
shares
|
$422,282
0.07% of portfolio
|
Q1 2023
Added 3.87%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
1,449
shares
|
$422,282
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
1,446
shares
|
$421,407
0.08% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
1,442
shares
|
$420,242
0.08% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
1,442
shares
|
$420,242
0.07% of portfolio
|
Q4 2024
Added 12.57%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
1,440
shares
|
$419,659
0.14% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,439
shares
|
$419,367
0.14% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
1,438
shares
|
$419,076
0.17% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
1,438
shares
|
$419,076
0.32% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
1,436
shares
|
$418,493
0.02% of portfolio
|
Q4 2024
Added 40.37%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
1,435
shares
|
$418,202
0.19% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
1,435
shares
|
$418,202
0.16% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
1,432
shares
|
$417,327
0.26% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
1,430
shares
|
$416,744
0.12% of portfolio
|
Q2 2025
Reduced 52.68%
|