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 |
|---|---|---|---|---|---|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
54
shares
|
$15,654
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
45
shares
|
$13,045
0.03% of portfolio
|
Q1 2025
Reduced 91.74%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
39
shares
|
$11,306
0.02% of portfolio
|
Q3 2024
Reduced 64.55%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
32
shares
|
$9,276
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
31
shares
|
$8,986
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
29
shares
|
$8,407
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
26
shares
|
$7,537
0.0% of portfolio
|
Q1 2024
Reduced 99.66%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
24
shares
|
$6,957
0.0% of portfolio
|
Q4 2024
Reduced 95.53%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
22
shares
|
$6,377
0.01% of portfolio
|
Q2 2025
Reduced 91.2%
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
20
shares
|
$5,798
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
11
shares
|
$3,188
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Campbell Capital Management Inc
|
May 09, 2025 Q1 2025 |
5
shares
|
$1,449
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
May 09, 2025 Q1 2025 |
4
shares
|
$1,159
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
4
shares
|
$1,159
0.06% of portfolio
|
Q1 2025
Reduced 98.95%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
4
shares
|
$1,159
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3
shares
|
$869
0.0% of portfolio
|
Q1 2025
Reduced 100.0%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|