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 |
|---|---|---|---|---|---|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
4,638
shares
|
$1.35 Million
0.36% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
May 12, 2025 Q1 2025 |
4,636
shares
|
$1.35 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
4,631
shares
|
$1.35 Million
0.65% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
4,629
shares
|
$1.35 Million
0.37% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Profit Investment Management, LLC
|
Jul 11, 2025 Q2 2025 |
4,623
shares
|
$1.35 Million
1.2% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
4,620
shares
|
$1.35 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
4,607
shares
|
$1.34 Million
0.61% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
4,605
shares
|
$1.34 Million
0.14% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
4,603
shares
|
$1.34 Million
0.78% of portfolio
|
Q1 2025
Reduced 65.25%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,597
shares
|
$1.34 Million
1.01% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
4,588
shares
|
$1.34 Million
0.76% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
4,568
shares
|
$1.33 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
4,564
shares
|
$1.33 Million
0.13% of portfolio
|
Q3 2022
Reduced 0.83%
|
|
|
Ecofi Investissements Sa
Nanterre, I0 |
May 14, 2025 Q1 2025 |
4,550
shares
|
$1.33 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
4,549
shares
|
$1.33 Million
0.15% of portfolio
|
Q1 2025
Added 8.72%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
4,547
shares
|
$1.33 Million
0.84% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
4,539
shares
|
$1.32 Million
0.37% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,537
shares
|
$1.32 Million
0.18% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,533
shares
|
$1.32 Million
0.12% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
4,521
shares
|
$1.32 Million
0.52% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,520
shares
|
$1.32 Million
0.42% of portfolio
|
Q1 2025
Reduced 37.86%
|
|
|
Renaissance Group LLC
Covington, KY |
May 13, 2025 Q1 2025 |
4,501
shares
|
$1.31 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
4,492
shares
|
$1.31 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,488
shares
|
$1.31 Million
0.44% of portfolio
|
Q2 2023
Reduced 25.79%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 18, 2025 Q2 2025 |
4,477
shares
|
$1.3 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.95%
|