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 |
|---|---|---|---|---|---|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
828
shares
|
$240,037
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Services Of America, Inc.
|
Apr 16, 2025 Q1 2025 |
827
shares
|
$239,747
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
826
shares
|
$239,457
0.01% of portfolio
|
Q1 2025
Reduced 15.89%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
May 08, 2025 Q1 2025 |
822
shares
|
$238,297
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
820
shares
|
$237,717
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
820
shares
|
$237,717
0.23% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Founders Capital Management, LLC
|
Jul 14, 2025 Q2 2025 |
817
shares
|
$236,848
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
815
shares
|
$236,268
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
814
shares
|
$235,978
0.1% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
814
shares
|
$235,978
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Xy Capital LTD
Central, K3 |
May 12, 2025 Q1 2025 |
804
shares
|
$233,079
0.06% of portfolio
|
Q1 2025
Added 52.27%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
804
shares
|
$233,079
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Tran Capital Management, L.P.
|
Jul 14, 2025 Q2 2025 |
801
shares
|
$232,209
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
800
shares
|
$231,919
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Schaeffer Financial LLC
|
Jul 18, 2025 Q2 2025 |
798
shares
|
$231,340
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
798
shares
|
$231,340
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
794
shares
|
$230,180
0.19% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
794
shares
|
$230,180
0.11% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
789
shares
|
$228,731
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
784
shares
|
$227,281
0.21% of portfolio
|
Q1 2025
Reduced 34.99%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
779
shares
|
$225,832
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
768
shares
|
$222,643
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
767
shares
|
$222,353
0.18% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
764
shares
|
$221,483
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
764
shares
|
$221,483
0.12% of portfolio
|
Q2 2025
New holding
|