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 |
---|---|---|---|---|---|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
3,531
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Added 14.79%
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
3,529
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
May 09, 2025 Q1 2025 |
3,527
shares
|
$1.03 Million
0.52% of portfolio
|
Q4 2024
Added 3.52%
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,524
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2025
Added 0.54%
|
|
Oberweis Asset Management Inc
Lisle, IL |
May 15, 2025 Q1 2025 |
3,518
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2025
Added 0.06%
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,517
shares
|
$1.02 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
3,516
shares
|
$1.02 Million
0.2% of portfolio
|
Q2 2025
Added 1.06%
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
3,511
shares
|
$1.02 Million
0.47% of portfolio
|
Q2 2025
Added 10.3%
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
3,509
shares
|
$1.02 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
Hourglass Capital, LLC
|
Apr 30, 2025 Q1 2025 |
3,506
shares
|
$1.02 Million
0.23% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
3,502
shares
|
$1.02 Million
0.49% of portfolio
|
Q2 2025
Added 4.16%
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
3,499
shares
|
$1.02 Million
0.23% of portfolio
|
Q1 2025
Reduced 35.9%
|
|
Wj Interests, LLC
Sugar Land, TX |
Jul 21, 2025 Q2 2025 |
3,498
shares
|
$1.02 Million
0.56% of portfolio
|
Q2 2024
New holding
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
3,497
shares
|
$1.02 Million
0.95% of portfolio
|
Q1 2025
Added 0.55%
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,485
shares
|
$1.01 Million
0.14% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
3,481
shares
|
$1.01 Million
0.44% of portfolio
|
Q1 2025
Added 3.42%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
3,480
shares
|
$1.01 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
3,477
shares
|
$1.01 Million
0.38% of portfolio
|
Q1 2025
Added 3.39%
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
3,476
shares
|
$1.01 Million
0.36% of portfolio
|
Q2 2025
Added 0.23%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
3,475
shares
|
$1.01 Million
0.1% of portfolio
|
Q2 2025
Added 2.09%
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
3,471
shares
|
$1.01 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
3,466
shares
|
$1.01 Million
0.28% of portfolio
|
Q2 2025
Added 4.9%
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
3,466
shares
|
$1.01 Million
0.83% of portfolio
|
Q2 2025
Added 3.56%
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,461
shares
|
$1.01 Million
0.07% of portfolio
|
Q1 2025
Reduced 19.66%
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
3,458
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.23%
|