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 |
|---|---|---|---|---|---|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
4,325
shares
|
$1.26 Million
0.49% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
4,325
shares
|
$1.26 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
4,323
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Reduced 32.46%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
4,307
shares
|
$1.26 Million
0.95% of portfolio
|
Q1 2025
Reduced 32.22%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
4,305
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Added 17.14%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
4,300
shares
|
$1.25 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Apr 16, 2025 Q1 2025 |
4,299
shares
|
$1.25 Million
0.43% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,291
shares
|
$1.25 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
May 15, 2025 Q1 2025 |
4,291
shares
|
$1.25 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
4,280
shares
|
$1.25 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
4,276
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2022
Reduced 2.93%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
4,268
shares
|
$1.24 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
4,268
shares
|
$1.24 Million
0.62% of portfolio
|
Q2 2024
Added 7.32%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
4,266
shares
|
$1.24 Million
0.39% of portfolio
|
Q2 2025
Added 30.22%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
4,262
shares
|
$1.24 Million
0.59% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
4,259
shares
|
$1.24 Million
0.28% of portfolio
|
Q1 2025
Added 42.39%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
4,258
shares
|
$1.24 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
May 15, 2025 Q1 2025 |
4,253
shares
|
$1.24 Million
1.43% of portfolio
|
Q1 2025
Reduced 96.23%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,246
shares
|
$1.24 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
4,244
shares
|
$1.24 Million
0.08% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
4,240
shares
|
$1.24 Million
1.1% of portfolio
|
Q4 2023
Added 9.96%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,237
shares
|
$1.23 Million
0.59% of portfolio
|
Q4 2021
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
4,219
shares
|
$1.23 Million
0.64% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
4,218
shares
|
$1.23 Million
0.18% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
4,218
shares
|
$1.23 Million
0.35% of portfolio
|
Q2 2025
Added 4.59%
|