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 5,232 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 $605 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
3,664
shares
|
$1.09 Million
0.63% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
3,662
shares
|
$1.09 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
|
$1.08 Million
0.53% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
3,654
shares
|
$1.08 Million
0.43% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
3,642
shares
|
$1.08 Million
0.27% of portfolio
|
Q1 2025
Added 15.66%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
3,642
shares
|
$1.08 Million
1.21% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
3,640
shares
|
$1.08 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
3,640
shares
|
$1.08 Million
0.59% of portfolio
|
Q1 2025
Reduced 53.4%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,638
shares
|
$1.08 Million
0.5% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
3,633
shares
|
$1.08 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
3,627
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
3,625
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
3,619
shares
|
$1.07 Million
0.24% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
3,619
shares
|
$1.07 Million
0.59% of portfolio
|
Q2 2025
Reduced 50.86%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
3,612
shares
|
$1.07 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
3,607
shares
|
$1.07 Million
0.37% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
3,599
shares
|
$1.07 Million
0.81% of portfolio
|
Q1 2025
Reduced 24.42%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
3,595
shares
|
$1.07 Million
0.7% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
3,587
shares
|
$1.06 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
3,583
shares
|
$1.06 Million
0.35% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
3,582
shares
|
$1.06 Million
0.37% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
3,575
shares
|
$1.06 Million
0.83% of portfolio
|
Q2 2024
Added 7.52%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
3,562
shares
|
$1.06 Million
0.37% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
3,562
shares
|
$1.06 Million
0.48% of portfolio
|
Q2 2023
Reduced 0.84%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,559
shares
|
$1.06 Million
0.4% of portfolio
|
Q2 2025
Added 45.03%
|