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 |
|---|---|---|---|---|---|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
5,119
shares
|
$1.52 Million
0.18% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
5,090
shares
|
$1.51 Million
0.82% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
5,089
shares
|
$1.51 Million
0.27% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
5,069
shares
|
$1.5 Million
1.22% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
5,064
shares
|
$1.5 Million
0.57% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
5,063
shares
|
$1.5 Million
0.51% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
5,060
shares
|
$1.5 Million
0.37% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
5,029
shares
|
$1.49 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
5,026
shares
|
$1.49 Million
0.32% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
5,024
shares
|
$1.49 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
5,011
shares
|
$1.49 Million
0.13% of portfolio
|
Q1 2025
Added 74.54%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
5,010
shares
|
$1.49 Million
1.13% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
5,001
shares
|
$1.48 Million
1.07% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Greenhaven Associates Inc
|
Jul 08, 2025 Q2 2025 |
5,000
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
May 13, 2025 Q1 2025 |
5,000
shares
|
$1.48 Million
1.39% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Holowesko Partners Ltd.
Nassau, C5 |
May 13, 2025 Q1 2025 |
5,000
shares
|
$1.48 Million
0.46% of portfolio
|
Q1 2025
Reduced 72.83%
|
|
|
Jbf Capital, Inc.
Aspen, CO |
May 08, 2025 Q1 2025 |
5,000
shares
|
$1.48 Million
0.25% of portfolio
|
Q1 2022
Reduced 90.0%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
4,993
shares
|
$1.48 Million
0.08% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
4,992
shares
|
$1.48 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Wallington Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
4,987
shares
|
$1.48 Million
0.22% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
4,987
shares
|
$1.48 Million
0.69% of portfolio
|
Q1 2024
Reduced 5.91%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
4,986
shares
|
$1.48 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
4,984
shares
|
$1.48 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
4,982
shares
|
$1.48 Million
0.75% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jul 10, 2025 Q2 2025 |
4,975
shares
|
$1.48 Million
0.96% of portfolio
|
Q4 2024
New holding
|