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 |
|---|---|---|---|---|---|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
3,170
shares
|
$922,374
1.32% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
3,170
shares
|
$922,374
0.34% of portfolio
|
Q1 2025
Reduced 10.33%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
3,166
shares
|
$921,211
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Apr 16, 2025 Q1 2025 |
3,163
shares
|
$920,338
0.49% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
3,162
shares
|
$920,047
0.1% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
3,157
shares
|
$918,592
0.7% of portfolio
|
Q1 2025
Added 37.5%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
3,154
shares
|
$917,719
0.44% of portfolio
|
Q1 2025
Reduced 20.23%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
3,151
shares
|
$916,846
0.05% of portfolio
|
Q1 2025
Reduced 20.55%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
3,151
shares
|
$916,846
0.22% of portfolio
|
Q2 2024
Added 17.74%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,150
shares
|
$916,555
0.18% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
3,147
shares
|
$915,682
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
3,145
shares
|
$915,100
0.39% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
3,142
shares
|
$914,227
0.58% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
3,141
shares
|
$913,936
0.74% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
3,140
shares
|
$913,645
0.08% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
3,138
shares
|
$913,063
0.3% of portfolio
|
Q2 2025
Added 31.35%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
3,138
shares
|
$913,063
0.74% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
3,136
shares
|
$912,481
0.07% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
3,135
shares
|
$912,190
0.33% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
3,132
shares
|
$911,318
0.06% of portfolio
|
Q1 2025
Reduced 65.47%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
May 13, 2025 Q1 2025 |
3,116
shares
|
$906,662
0.53% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
3,113
shares
|
$905,789
0.06% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
3,111
shares
|
$905,207
0.2% of portfolio
|
Q2 2025
Added 25.8%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,102
shares
|
$902,588
0.58% of portfolio
|
Q1 2025
Reduced 19.55%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
3,101
shares
|
$902,297
0.08% of portfolio
|
Q1 2025
Added 4.55%
|