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 5,224 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 $591 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
861
shares
|
$249,603
0.05% of portfolio
|
Q1 2025
Reduced 43.43%
|
|
|
David Kennon Inc
Sarasota, FL |
Jul 16, 2025 Q2 2025 |
861
shares
|
$249,603
0.1% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
860
shares
|
$249,313
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
858
shares
|
$248,734
0.15% of portfolio
|
Q1 2025
Added 371.43%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
855
shares
|
$247,864
0.1% of portfolio
|
Q2 2025
Added 26.67%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
854
shares
|
$247,574
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Phocas Financial Corp.
Alameda, CA |
May 08, 2025 Q1 2025 |
851
shares
|
$246,704
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Apr 25, 2025 Q1 2025 |
850
shares
|
$246,414
0.12% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Puzo Michael J
|
Apr 18, 2025 Q1 2025 |
850
shares
|
$246,414
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
850
shares
|
$246,414
0.26% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
May 15, 2025 Q1 2025 |
849
shares
|
$246,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
849
shares
|
$246,125
0.19% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
848
shares
|
$245,835
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
845
shares
|
$244,965
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
843
shares
|
$244,385
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
May 14, 2025 Q1 2025 |
838
shares
|
$242,936
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
837
shares
|
$242,646
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
835
shares
|
$242,066
0.22% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
833
shares
|
$241,486
0.11% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
833
shares
|
$241,486
0.19% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
832
shares
|
$241,196
0.15% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
831
shares
|
$240,906
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
831
shares
|
$240,906
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Alamar Capital Management, LLC
|
May 15, 2025 Q1 2025 |
830
shares
|
$240,616
0.12% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Cardinal Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
830
shares
|
$240,616
0.01% of portfolio
|
Q2 2025
Reduced 2.92%
|