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 |
|---|---|---|---|---|---|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
3,885
shares
|
$1.13 Million
0.06% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
3,884
shares
|
$1.13 Million
0.57% of portfolio
|
Q1 2025
Reduced 19.4%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
3,880
shares
|
$1.13 Million
0.36% of portfolio
|
Q1 2025
Added 149.52%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
3,880
shares
|
$1.13 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
3,876
shares
|
$1.13 Million
0.37% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
3,875
shares
|
$1.13 Million
0.12% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
3,869
shares
|
$1.13 Million
0.2% of portfolio
|
Q1 2025
Added 236.14%
|
|
|
Ninepoint Partners LP
|
May 06, 2025 Q1 2025 |
3,858
shares
|
$1.12 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
3,858
shares
|
$1.12 Million
0.36% of portfolio
|
Q1 2025
Added 88.47%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
3,848
shares
|
$1.12 Million
0.82% of portfolio
|
Q2 2025
Reduced 18.47%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
3,847
shares
|
$1.12 Million
0.59% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Goldstream Capital Management LTD
|
May 14, 2025 Q1 2025 |
3,841
shares
|
$1.12 Million
0.42% of portfolio
|
Q4 2024
Reduced 57.24%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jul 07, 2025 Q2 2025 |
3,832
shares
|
$1.12 Million
1.21% of portfolio
|
Q2 2025
Added 74.18%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
3,831
shares
|
$1.12 Million
0.38% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
May 15, 2025 Q1 2025 |
3,830
shares
|
$1.12 Million
1.06% of portfolio
|
Q1 2025
Reduced 31.77%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
3,824
shares
|
$1.11 Million
0.32% of portfolio
|
Q2 2025
Added 12.01%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
3,823
shares
|
$1.11 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
3,820
shares
|
$1.11 Million
0.6% of portfolio
|
Q1 2025
Reduced 29.59%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
3,816
shares
|
$1.11 Million
0.26% of portfolio
|
Q1 2025
Added 29.75%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
3,804
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,802
shares
|
$1.11 Million
0.74% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
May 15, 2025 Q1 2025 |
3,800
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
3,793
shares
|
$1.11 Million
0.11% of portfolio
|
Q1 2023
Added 2.87%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
3,781
shares
|
$1.1 Million
0.3% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
3,779
shares
|
$1.1 Million
0.27% of portfolio
|
Q4 2022
New holding
|