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 |
|---|---|---|---|---|---|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
4,763
shares
|
$1.39 Million
0.19% of portfolio
|
Q4 2022
Added 86.49%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
4,763
shares
|
$1.39 Million
0.5% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
4,748
shares
|
$1.38 Million
0.31% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
4,740
shares
|
$1.38 Million
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
4,738
shares
|
$1.38 Million
0.25% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
4,731
shares
|
$1.38 Million
0.19% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
4,726
shares
|
$1.38 Million
0.45% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
4,722
shares
|
$1.38 Million
0.23% of portfolio
|
Q4 2023
Added 2.41%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
4,717
shares
|
$1.37 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
4,715
shares
|
$1.37 Million
0.13% of portfolio
|
Q2 2025
Added 18.23%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
4,704
shares
|
$1.37 Million
0.59% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
4,703
shares
|
$1.37 Million
0.22% of portfolio
|
Q1 2025
Reduced 32.91%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
4,702
shares
|
$1.37 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
4,700
shares
|
$1.37 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
4,681
shares
|
$1.36 Million
0.4% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
4,673
shares
|
$1.36 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
4,664
shares
|
$1.36 Million
0.23% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
4,662
shares
|
$1.36 Million
1.01% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
4,660
shares
|
$1.36 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,657
shares
|
$1.36 Million
0.18% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
4,655
shares
|
$1.36 Million
0.56% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
4,654
shares
|
$1.36 Million
0.61% of portfolio
|
Q1 2025
Reduced 89.87%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
4,652
shares
|
$1.36 Million
1.15% of portfolio
|
Q1 2025
Added 94.16%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
4,648
shares
|
$1.35 Million
0.26% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
May 09, 2025 Q1 2025 |
4,644
shares
|
$1.35 Million
0.66% of portfolio
|
Q1 2025
Added 12.5%
|