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 |
|---|---|---|---|---|---|
|
R.H. Dinel Investment Counsel, Inc.
|
Jul 14, 2025 Q2 2025 |
4,217
shares
|
$1.23 Million
0.83% of portfolio
|
Q2 2023
Reduced 8.17%
|
|
|
Tevis Investment Management
|
Apr 25, 2025 Q1 2025 |
4,213
shares
|
$1.23 Million
0.76% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,209
shares
|
$1.23 Million
0.58% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
4,193
shares
|
$1.22 Million
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
4,192
shares
|
$1.22 Million
0.72% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,185
shares
|
$1.22 Million
0.16% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
4,184
shares
|
$1.22 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
4,183
shares
|
$1.22 Million
0.51% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
4,182
shares
|
$1.22 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
4,175
shares
|
$1.22 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
4,164
shares
|
$1.21 Million
0.79% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
4,163
shares
|
$1.21 Million
0.28% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,161
shares
|
$1.21 Million
0.36% of portfolio
|
Q2 2023
Added 5.72%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
4,158
shares
|
$1.21 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
4,153
shares
|
$1.21 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
4,149
shares
|
$1.21 Million
0.11% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
4,143
shares
|
$1.21 Million
0.43% of portfolio
|
Q1 2025
Added 41.35%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
4,138
shares
|
$1.21 Million
0.39% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
4,127
shares
|
$1.2 Million
0.68% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
4,123
shares
|
$1.2 Million
0.85% of portfolio
|
Q1 2025
Added 24.37%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
4,122
shares
|
$1.2 Million
0.16% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
4,120
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2022
Reduced 15.4%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
4,116
shares
|
$1.2 Million
0.57% of portfolio
|
Q1 2025
Reduced 17.05%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
4,115
shares
|
$1.2 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
4,114
shares
|
$1.2 Million
0.73% of portfolio
|
Q1 2025
Added 0.19%
|