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 5,232 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 $605 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
5,550
shares
|
$1.65 Million
0.32% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
5,548
shares
|
$1.65 Million
2.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
5,538
shares
|
$1.64 Million
0.25% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
5,525
shares
|
$1.64 Million
0.53% of portfolio
|
Q1 2025
Reduced 64.41%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
5,520
shares
|
$1.64 Million
0.84% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
5,518
shares
|
$1.64 Million
0.23% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
5,514
shares
|
$1.64 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
5,510
shares
|
$1.63 Million
0.5% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
5,509
shares
|
$1.63 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
5,506
shares
|
$1.63 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
5,488
shares
|
$1.63 Million
0.17% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
5,487
shares
|
$1.63 Million
0.96% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
5,481
shares
|
$1.63 Million
0.49% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
5,480
shares
|
$1.63 Million
0.92% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
5,474
shares
|
$1.62 Million
0.97% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
5,472
shares
|
$1.62 Million
1.27% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
5,458
shares
|
$1.62 Million
0.23% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
5,456
shares
|
$1.62 Million
0.3% of portfolio
|
Q1 2025
Reduced 23.06%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
5,456
shares
|
$1.62 Million
1.41% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
5,454
shares
|
$1.62 Million
0.16% of portfolio
|
Q1 2025
Added 15.55%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
5,452
shares
|
$1.62 Million
1.83% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
5,437
shares
|
$1.61 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
5,435
shares
|
$1.61 Million
0.73% of portfolio
|
Q2 2025
Added 39.93%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
May 14, 2025 Q1 2025 |
5,429
shares
|
$1.61 Million
1.03% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Jul 07, 2025 Q2 2025 |
5,426
shares
|
$1.61 Million
1.52% of portfolio
|
Q2 2025
Reduced 4.96%
|