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 5,228 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 $594 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
4,974
shares
|
$1.45 Million
0.47% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
4,969
shares
|
$1.45 Million
1.38% of portfolio
|
Q1 2025
Added 73.86%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
4,958
shares
|
$1.44 Million
0.34% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Benson Investment Management Company, Inc.
|
Apr 10, 2025 Q1 2025 |
4,950
shares
|
$1.44 Million
0.54% of portfolio
|
Q4 2020
Reduced 87.72%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
4,947
shares
|
$1.44 Million
0.53% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
4,944
shares
|
$1.44 Million
1.46% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
4,939
shares
|
$1.44 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
4,938
shares
|
$1.44 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
4,928
shares
|
$1.44 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
4,925
shares
|
$1.44 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
4,919
shares
|
$1.43 Million
0.68% of portfolio
|
Q4 2022
Reduced 3.91%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
4,918
shares
|
$1.43 Million
0.29% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,912
shares
|
$1.43 Million
0.44% of portfolio
|
Q1 2023
Added 14.55%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
4,908
shares
|
$1.43 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
4,907
shares
|
$1.43 Million
0.36% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
4,907
shares
|
$1.43 Million
0.44% of portfolio
|
Q1 2025
Added 152.03%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,906
shares
|
$1.43 Million
0.38% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
4,903
shares
|
$1.43 Million
0.41% of portfolio
|
Q2 2024
Added 5.78%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
4,902
shares
|
$1.43 Million
0.96% of portfolio
|
Q1 2025
Reduced 81.6%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
4,900
shares
|
$1.43 Million
0.71% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
4,897
shares
|
$1.43 Million
0.78% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
4,897
shares
|
$1.43 Million
0.75% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
4,897
shares
|
$1.43 Million
0.49% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
4,889
shares
|
$1.42 Million
0.97% of portfolio
|
Q1 2025
Added 163.13%
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
4,888
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
New holding
|