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 |
|---|---|---|---|---|---|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
1,429
shares
|
$416,453
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,429
shares
|
$416,453
0.23% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
May 20, 2025 Q1 2025 |
1,429
shares
|
$416,453
0.23% of portfolio
|
Q1 2025
Added 148.95%
|
|
|
Eagle Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,429
shares
|
$416,453
0.0% of portfolio
|
Q1 2025
Added 28.85%
|
|
|
Trevian Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
1,428
shares
|
$416,162
0.25% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
1,427
shares
|
$415,870
0.19% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,426
shares
|
$415,579
0.09% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
1,426
shares
|
$415,579
0.17% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
1,425
shares
|
$415,287
0.17% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
1,423
shares
|
$414,704
0.14% of portfolio
|
Q2 2025
Reduced 20.64%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
1,423
shares
|
$414,704
0.2% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
1,422
shares
|
$414,413
0.39% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
1,419
shares
|
$413,539
0.36% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
1,416
shares
|
$412,664
0.34% of portfolio
|
Q2 2025
Reduced 30.28%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
1,416
shares
|
$412,664
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
1,416
shares
|
$412,664
0.15% of portfolio
|
Q2 2025
Added 13.83%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
1,415
shares
|
$412,373
0.25% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
1,414
shares
|
$412,082
0.14% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
1,410
shares
|
$410,916
0.13% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,407
shares
|
$410,042
0.14% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
1,406
shares
|
$409,750
0.32% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
1,400
shares
|
$408,002
4.71% of portfolio
|
Q2 2023
Reduced 88.66%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,400
shares
|
$408,002
0.25% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,398
shares
|
$407,419
0.25% of portfolio
|
Q1 2024
Added 5.11%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
1,398
shares
|
$407,419
0.32% of portfolio
|
Q4 2024
New holding
|