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 |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
3,769
shares
|
$1.1 Million
0.41% of portfolio
|
Q1 2025
Reduced 14.73%
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
3,763
shares
|
$1.1 Million
0.65% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
3,763
shares
|
$1.1 Million
0.52% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Galibier Capital Management Ltd.
|
Apr 30, 2025 Q1 2025 |
3,760
shares
|
$1.1 Million
0.32% of portfolio
|
Q1 2025
Reduced 28.52%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
3,749
shares
|
$1.09 Million
0.37% of portfolio
|
Q2 2022
Reduced 4.65%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
3,743
shares
|
$1.09 Million
0.45% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
3,739
shares
|
$1.09 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
3,738
shares
|
$1.09 Million
0.38% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
3,738
shares
|
$1.09 Million
0.72% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
3,734
shares
|
$1.09 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
3,721
shares
|
$1.08 Million
1.58% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Kdt Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,712
shares
|
$1.08 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
3,699
shares
|
$1.08 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
3,697
shares
|
$1.08 Million
0.13% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
3,695
shares
|
$1.08 Million
0.49% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
3,693
shares
|
$1.08 Million
0.49% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
3,684
shares
|
$1.07 Million
0.39% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
3,684
shares
|
$1.07 Million
0.68% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,682
shares
|
$1.07 Million
0.17% of portfolio
|
Q1 2025
Reduced 16.66%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
3,670
shares
|
$1.07 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
3,668
shares
|
$1.07 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
3,666
shares
|
$1.07 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
3,664
shares
|
$1.07 Million
0.63% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
3,662
shares
|
$1.07 Million
0.44% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
3,655
shares
|
$1.07 Million
0.53% of portfolio
|
Q2 2025
Added 5.0%
|