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 |
|---|---|---|---|---|---|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
4,888
shares
|
$1.42 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,881
shares
|
$1.42 Million
0.34% of portfolio
|
Q1 2025
Reduced 13.84%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
4,880
shares
|
$1.42 Million
0.96% of portfolio
|
Q4 2024
Added 11.16%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jul 17, 2025 Q2 2025 |
4,877
shares
|
$1.42 Million
0.92% of portfolio
|
Q2 2025
Added 423.28%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
4,876
shares
|
$1.42 Million
0.09% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,872
shares
|
$1.42 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
4,869
shares
|
$1.42 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
4,861
shares
|
$1.42 Million
0.39% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
4,856
shares
|
$1.42 Million
0.25% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Philo Smith Capital Corp
Stamford, CT |
Jul 21, 2025 Q2 2025 |
4,850
shares
|
$1.41 Million
0.39% of portfolio
|
Q4 2024
Reduced 49.21%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
4,842
shares
|
$1.41 Million
0.36% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
4,839
shares
|
$1.41 Million
0.1% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
4,832
shares
|
$1.41 Million
0.45% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
4,826
shares
|
$1.41 Million
0.66% of portfolio
|
Q2 2025
Added 45.41%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
4,823
shares
|
$1.41 Million
0.75% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
4,822
shares
|
$1.41 Million
0.52% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
4,807
shares
|
$1.4 Million
0.11% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
4,803
shares
|
$1.4 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
4,803
shares
|
$1.4 Million
0.25% of portfolio
|
Q1 2025
Added 45.9%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
4,801
shares
|
$1.4 Million
0.35% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
4,799
shares
|
$1.4 Million
0.77% of portfolio
|
Q3 2024
Reduced 23.67%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
4,782
shares
|
$1.39 Million
0.47% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
4,779
shares
|
$1.39 Million
0.22% of portfolio
|
Q1 2025
Reduced 49.48%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,774
shares
|
$1.39 Million
0.47% of portfolio
|
Q1 2024
Reduced 14.89%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
4,769
shares
|
$1.39 Million
0.09% of portfolio
|
Q1 2025
Added 11.87%
|