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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,272
shares
|
$952,053
0.35% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
3,268
shares
|
$950,889
0.44% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
3,263
shares
|
$949,435
0.42% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
3,251
shares
|
$945,943
0.15% of portfolio
|
Q1 2025
Added 17.62%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
3,249
shares
|
$945,361
0.25% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
3,248
shares
|
$945,070
0.33% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
3,242
shares
|
$943,324
0.19% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,233
shares
|
$940,706
0.26% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
3,228
shares
|
$939,251
0.66% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
3,224
shares
|
$938,087
0.57% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
3,220
shares
|
$936,923
0.39% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
3,218
shares
|
$936,341
0.35% of portfolio
|
Q1 2025
Reduced 15.29%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
3,218
shares
|
$936,341
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
3,216
shares
|
$935,759
0.2% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
3,212
shares
|
$934,595
0.24% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
3,209
shares
|
$933,722
0.16% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
3,209
shares
|
$933,722
0.45% of portfolio
|
Q1 2025
Reduced 29.81%
|
|
|
Harrington Investments, Inc
|
Jul 14, 2025 Q2 2025 |
3,196
shares
|
$929,940
0.5% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
3,190
shares
|
$928,194
0.63% of portfolio
|
Q2 2025
Added 69.41%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
3,188
shares
|
$927,612
0.13% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
3,183
shares
|
$926,157
0.1% of portfolio
|
Q1 2025
Added 22.71%
|
|
|
Insight 2811, Inc.
Chicago, IL |
May 12, 2025 Q1 2025 |
3,177
shares
|
$924,411
0.39% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
3,176
shares
|
$924,120
0.1% of portfolio
|
Q4 2022
Added 2.35%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,174
shares
|
$923,538
0.27% of portfolio
|
Q1 2025
Reduced 1.58%
|