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 |
|---|---|---|---|---|---|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
5,425
shares
|
$1.61 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,425
shares
|
$1.61 Million
0.33% of portfolio
|
Q1 2025
Reduced 54.43%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
5,424
shares
|
$1.61 Million
0.23% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
5,416
shares
|
$1.61 Million
0.31% of portfolio
|
Q2 2025
Added 56.58%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
5,398
shares
|
$1.6 Million
0.54% of portfolio
|
Q1 2024
Added 9.87%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
5,390
shares
|
$1.6 Million
0.22% of portfolio
|
Q1 2025
Added 265.18%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
5,389
shares
|
$1.6 Million
0.39% of portfolio
|
Q2 2025
Added 14.34%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
5,387
shares
|
$1.6 Million
0.09% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
5,386
shares
|
$1.6 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
5,375
shares
|
$1.59 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
5,355
shares
|
$1.59 Million
0.35% of portfolio
|
Q2 2025
Reduced 16.86%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
5,355
shares
|
$1.59 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Gerber, LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
5,350
shares
|
$1.59 Million
1.09% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,349
shares
|
$1.59 Million
0.53% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
5,343
shares
|
$1.58 Million
0.19% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
5,341
shares
|
$1.58 Million
0.29% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
5,341
shares
|
$1.58 Million
0.49% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
5,335
shares
|
$1.58 Million
0.6% of portfolio
|
Q2 2025
Reduced 17.62%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
5,333
shares
|
$1.58 Million
0.29% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
5,326
shares
|
$1.58 Million
0.31% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
5,316
shares
|
$1.58 Million
0.45% of portfolio
|
Q1 2025
Added 478.45%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
5,314
shares
|
$1.58 Million
0.3% of portfolio
|
Q2 2025
Added 32.19%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
5,311
shares
|
$1.57 Million
0.65% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
5,302
shares
|
$1.57 Million
0.48% of portfolio
|
Q1 2025
Added 178.03%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
May 07, 2025 Q1 2025 |
5,293
shares
|
$1.57 Million
0.88% of portfolio
|
Q4 2024
Added 0.97%
|