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 |
|---|---|---|---|---|---|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
3,099
shares
|
$901,716
0.33% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Silver Lake Advisory, LLC
|
Apr 23, 2025 Q1 2025 |
3,097
shares
|
$901,134
0.33% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
3,095
shares
|
$900,552
0.2% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
3,095
shares
|
$900,552
0.58% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
3,094
shares
|
$900,261
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
Broyhill Asset Management
Charlotte, NC |
May 14, 2025 Q1 2025 |
3,094
shares
|
$900,261
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,091
shares
|
$899,388
0.11% of portfolio
|
Q1 2024
Reduced 5.15%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
3,090
shares
|
$899,097
0.24% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
3,090
shares
|
$899,097
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,089
shares
|
$898,806
0.15% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
3,088
shares
|
$898,515
0.55% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
3,079
shares
|
$895,896
0.27% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
3,076
shares
|
$895,023
0.04% of portfolio
|
Q1 2025
Reduced 48.95%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
3,075
shares
|
$894,732
0.69% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
North Point Portfolio Managers Corp
|
Apr 22, 2025 Q1 2025 |
3,069
shares
|
$892,986
0.14% of portfolio
|
Q2 2024
Added 4.49%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3,067
shares
|
$892,404
0.27% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
3,066
shares
|
$892,114
0.6% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
May 08, 2025 Q1 2025 |
3,066
shares
|
$892,114
0.8% of portfolio
|
Q1 2025
Reduced 45.23%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
3,061
shares
|
$890,659
0.1% of portfolio
|
Q2 2022
Reduced 16.68%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
3,060
shares
|
$890,368
0.11% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
3,057
shares
|
$889,495
0.45% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
3,057
shares
|
$889,495
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
3,056
shares
|
$889,204
0.19% of portfolio
|
Q2 2025
Added 34.45%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
3,054
shares
|
$888,622
0.09% of portfolio
|
Q2 2025
Added 38.82%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
3,053
shares
|
$888,331
0.45% of portfolio
|
Q2 2025
Reduced 4.11%
|