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 |
|---|---|---|---|---|---|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
4,113
shares
|
$1.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,107
shares
|
$1.2 Million
0.22% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Port Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,106
shares
|
$1.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 17.57%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
4,104
shares
|
$1.2 Million
1.33% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
4,104
shares
|
$1.2 Million
0.39% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
4,099
shares
|
$1.19 Million
0.17% of portfolio
|
Q2 2025
Added 100.24%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
4,099
shares
|
$1.19 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
4,097
shares
|
$1.19 Million
0.48% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
4,063
shares
|
$1.18 Million
0.37% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
4,042
shares
|
$1.18 Million
0.41% of portfolio
|
Q1 2025
Added 13.92%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Jul 16, 2025 Q2 2025 |
4,027
shares
|
$1.17 Million
0.73% of portfolio
|
Q2 2025
Reduced 22.44%
|
|
|
Tributary Capital Management, LLC
|
May 02, 2025 Q1 2025 |
4,025
shares
|
$1.17 Million
0.09% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
May 14, 2025 Q1 2025 |
4,024
shares
|
$1.17 Million
0.77% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
4,006
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
4,005
shares
|
$1.17 Million
0.24% of portfolio
|
Q2 2025
Added 13.42%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
4,004
shares
|
$1.17 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Wendell David Associates Inc
|
Apr 18, 2025 Q1 2025 |
4,000
shares
|
$1.17 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
4,000
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 28.41%
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
4,000
shares
|
$1.17 Million
0.57% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
3,996
shares
|
$1.16 Million
0.29% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
3,991
shares
|
$1.16 Million
0.21% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
May 12, 2025 Q1 2025 |
3,986
shares
|
$1.16 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
3,984
shares
|
$1.16 Million
0.64% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
3,976
shares
|
$1.16 Million
0.22% of portfolio
|
Q1 2025
Added 21.22%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
3,971
shares
|
$1.16 Million
0.55% of portfolio
|
Q1 2025
Added 1.04%
|