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 |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
753
shares
|
$218,294
0.11% of portfolio
|
Q4 2024
Reduced 13.75%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
749
shares
|
$217,135
0.17% of portfolio
|
Q1 2025
Added 14.35%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
743
shares
|
$215,395
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
742
shares
|
$215,105
0.08% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
741
shares
|
$214,815
0.09% of portfolio
|
Q2 2024
Reduced 88.18%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jul 16, 2025 Q2 2025 |
728
shares
|
$211,047
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
725
shares
|
$210,177
0.0% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Renaissance Investment Group LLC
|
Jul 09, 2025 Q2 2025 |
716
shares
|
$207,568
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
711
shares
|
$206,118
0.07% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
711
shares
|
$206,118
0.15% of portfolio
|
Q1 2025
Reduced 11.24%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
709
shares
|
$205,539
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
707
shares
|
$204,959
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
704
shares
|
$204,089
0.07% of portfolio
|
Q4 2024
Added 253.77%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
703
shares
|
$203,799
0.04% of portfolio
|
Q2 2022
Added 0.14%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
700
shares
|
$202,929
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
May 06, 2025 Q1 2025 |
697
shares
|
$202,060
0.04% of portfolio
|
Q1 2025
Reduced 99.39%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
695
shares
|
$201,480
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
695
shares
|
$201,480
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
693
shares
|
$200,900
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
672
shares
|
$194,812
0.02% of portfolio
|
Q1 2025
Reduced 14.18%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
668
shares
|
$193,653
0.12% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
661
shares
|
$191,623
0.06% of portfolio
|
Q3 2024
Added 17.41%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
654
shares
|
$189,594
0.14% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
653
shares
|
$189,304
0.15% of portfolio
|
Q1 2025
Reduced 24.25%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
651
shares
|
$188,724
0.08% of portfolio
|
Q1 2025
Reduced 0.91%
|