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 |
|---|---|---|---|---|---|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
3,373
shares
|
$981,441
0.66% of portfolio
|
Q1 2024
Reduced 5.6%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
3,369
shares
|
$980,277
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
3,364
shares
|
$978,823
0.22% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
May 13, 2025 Q1 2025 |
3,360
shares
|
$977,659
0.95% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
3,357
shares
|
$976,786
0.77% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
3,354
shares
|
$975,913
0.25% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
3,351
shares
|
$975,040
0.32% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
3,343
shares
|
$972,712
0.08% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
3,341
shares
|
$972,130
0.58% of portfolio
|
Q4 2024
Reduced 31.79%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
3,335
shares
|
$970,384
0.27% of portfolio
|
Q1 2025
Added 22.88%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
May 14, 2025 Q1 2025 |
3,328
shares
|
$968,348
0.08% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
3,326
shares
|
$967,766
0.17% of portfolio
|
Q2 2024
Added 6.16%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
3,317
shares
|
$965,147
0.83% of portfolio
|
Q2 2025
Added 33.27%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
3,314
shares
|
$964,274
0.49% of portfolio
|
Q1 2025
Added 18.44%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
3,314
shares
|
$964,274
0.62% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
3,311
shares
|
$963,401
0.5% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
3,306
shares
|
$961,946
0.21% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
May 15, 2025 Q1 2025 |
3,293
shares
|
$958,164
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
3,292
shares
|
$957,873
0.78% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
3,283
shares
|
$955,254
0.55% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
3,283
shares
|
$955,254
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,279
shares
|
$954,090
0.27% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
3,276
shares
|
$953,217
0.27% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
3,274
shares
|
$952,635
0.44% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
3,273
shares
|
$952,344
0.37% of portfolio
|
Q2 2025
Reduced 0.43%
|