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 5,227 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 $593 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
3,969
shares
|
$1.15 Million
0.21% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
May 09, 2025 Q1 2025 |
3,965
shares
|
$1.15 Million
0.08% of portfolio
|
Q1 2025
Added 50.08%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
3,946
shares
|
$1.15 Million
0.22% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
3,946
shares
|
$1.15 Million
0.66% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Thomas Story & Son LLC
Culver, IN |
May 12, 2025 Q1 2025 |
3,940
shares
|
$1.15 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
3,940
shares
|
$1.15 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
3,936
shares
|
$1.15 Million
1.9% of portfolio
|
Q2 2025
Reduced 49.91%
|
|
|
Future Fund LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,933
shares
|
$1.14 Million
1.25% of portfolio
|
Q1 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
3,926
shares
|
$1.14 Million
0.13% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,920
shares
|
$1.14 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
3,920
shares
|
$1.14 Million
0.52% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
3,920
shares
|
$1.14 Million
0.79% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
3,917
shares
|
$1.14 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,915
shares
|
$1.14 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,913
shares
|
$1.14 Million
0.15% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
3,913
shares
|
$1.14 Million
1.09% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
3,912
shares
|
$1.14 Million
0.67% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,904
shares
|
$1.14 Million
0.21% of portfolio
|
Q2 2025
Added 17.7%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,903
shares
|
$1.14 Million
0.18% of portfolio
|
Q1 2024
Added 1.11%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
3,895
shares
|
$1.13 Million
0.2% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
3,894
shares
|
$1.13 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
3,891
shares
|
$1.13 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
3,889
shares
|
$1.13 Million
0.38% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
3,886
shares
|
$1.13 Million
0.9% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
3,885
shares
|
$1.13 Million
0.06% of portfolio
|
Q1 2025
Added 2.51%
|