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 |
|---|---|---|---|---|---|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
643
shares
|
$186,405
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
640
shares
|
$185,536
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
639
shares
|
$185,246
0.17% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
631
shares
|
$182,926
0.11% of portfolio
|
Q2 2025
Added 33.12%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
629
shares
|
$182,347
0.14% of portfolio
|
Q3 2023
Reduced 7.36%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
624
shares
|
$180,897
0.07% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
610
shares
|
$176,839
0.04% of portfolio
|
Q4 2023
Reduced 1.93%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
600
shares
|
$173,940
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
599
shares
|
$173,650
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
598
shares
|
$173,360
0.07% of portfolio
|
Q4 2024
Added 219.79%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
594
shares
|
$172,200
0.13% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
591
shares
|
$171,330
0.19% of portfolio
|
Q1 2025
Added 97.0%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
588
shares
|
$170,461
0.09% of portfolio
|
Q1 2025
Reduced 42.75%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
582
shares
|
$168,721
0.05% of portfolio
|
Q1 2025
Added 34.1%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
580
shares
|
$168,142
0.11% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
579
shares
|
$167,852
0.03% of portfolio
|
Q2 2022
Added 60.83%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
576
shares
|
$166,982
0.19% of portfolio
|
Q1 2025
Reduced 43.03%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
570
shares
|
$165,243
0.13% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
569
shares
|
$164,953
0.05% of portfolio
|
Q1 2023
Added 23.97%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
566
shares
|
$164,083
0.03% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
547
shares
|
$158,575
0.06% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
530
shares
|
$153,647
0.1% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
520
shares
|
$150,748
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
504
shares
|
$146,109
0.05% of portfolio
|
Q1 2025
Reduced 23.52%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
501
shares
|
$145,239
0.12% of portfolio
|
Q3 2024
Added 0.2%
|