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 |
---|---|---|---|---|---|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
3,456
shares
|
$1.01 Million
3.21% of portfolio
|
Q1 2025
Reduced 93.97%
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
3,452
shares
|
$1 Million
0.4% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
3,451
shares
|
$1 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
3,451
shares
|
$1 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,450
shares
|
$1 Million
0.18% of portfolio
|
Q1 2025
Added 5.8%
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
3,450
shares
|
$1 Million
0.36% of portfolio
|
Q2 2024
Reduced 8.73%
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
3,448
shares
|
$1 Million
0.27% of portfolio
|
Q4 2022
Added 0.29%
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
3,447
shares
|
$1 Million
0.41% of portfolio
|
Q2 2025
Reduced 21.27%
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Apr 22, 2025 Q1 2025 |
3,441
shares
|
$1 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
Gouws Capital LLC
|
May 12, 2025 Q1 2025 |
3,433
shares
|
$998,900
0.51% of portfolio
|
Q1 2025
Added 128.87%
|
|
Long Road Investment Counsel, LLC
|
May 12, 2025 Q1 2025 |
3,432
shares
|
$998,609
0.34% of portfolio
|
Q1 2025
New holding
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
3,431
shares
|
$998,318
0.26% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
3,431
shares
|
$998,318
0.68% of portfolio
|
Q1 2025
Reduced 19.76%
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
3,425
shares
|
$996,572
0.39% of portfolio
|
Q4 2024
Added 1.33%
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
3,411
shares
|
$992,498
0.4% of portfolio
|
Q2 2025
Added 6.43%
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
3,411
shares
|
$992,498
0.33% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
3,406
shares
|
$991,043
0.71% of portfolio
|
Q1 2025
Reduced 16.48%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
3,405
shares
|
$990,752
0.47% of portfolio
|
Q1 2025
Reduced 36.91%
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jul 16, 2025 Q2 2025 |
3,397
shares
|
$988,425
0.75% of portfolio
|
Q2 2025
Added 2.78%
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
3,392
shares
|
$986,970
0.23% of portfolio
|
Q1 2025
Added 1.1%
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
3,392
shares
|
$986,970
0.42% of portfolio
|
Q1 2025
Added 22.63%
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Apr 22, 2025 Q1 2025 |
3,390
shares
|
$986,388
0.41% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
3,386
shares
|
$985,224
0.36% of portfolio
|
Q1 2024
New holding
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,382
shares
|
$984,060
0.04% of portfolio
|
Q4 2024
Added 16.58%
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,380
shares
|
$983,478
0.35% of portfolio
|
Q1 2025
Added 677.01%
|