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 |
|---|---|---|---|---|---|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
3,051
shares
|
$887,749
0.38% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
3,049
shares
|
$887,167
0.0% of portfolio
|
Q1 2025
Added 229.98%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
3,048
shares
|
$886,876
0.41% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
3,041
shares
|
$884,839
0.18% of portfolio
|
Q1 2025
Added 51.14%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
3,040
shares
|
$884,548
0.22% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 27, 2025 Q1 2025 |
3,040
shares
|
$884,548
0.1% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
3,037
shares
|
$883,675
0.34% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
3,028
shares
|
$881,057
0.17% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,025
shares
|
$880,184
0.13% of portfolio
|
Q2 2023
Added 163.04%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,023
shares
|
$879,602
0.03% of portfolio
|
Q1 2025
Reduced 82.9%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,022
shares
|
$879,311
0.34% of portfolio
|
Q4 2022
Added 0.57%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Apr 25, 2025 Q1 2025 |
3,022
shares
|
$879,311
0.69% of portfolio
|
Q1 2025
Reduced 42.51%
|
|
|
New Jersey Better Educational Savings Trust
|
May 09, 2025 Q1 2025 |
3,017
shares
|
$877,856
1.43% of portfolio
|
Q2 2024
Reduced 53.3%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
3,010
shares
|
$875,819
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
3,009
shares
|
$875,528
0.36% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
3,008
shares
|
$875,237
0.55% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
3,003
shares
|
$873,782
0.12% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
3,003
shares
|
$873,782
0.14% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
3,002
shares
|
$873,491
0.16% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
3,000
shares
|
$872,910
0.02% of portfolio
|
Q3 2024
Reduced 62.97%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jul 18, 2025 Q2 2025 |
3,000
shares
|
$872,910
0.25% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
2,998
shares
|
$872,328
0.26% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
2,990
shares
|
$870,000
0.13% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
May 12, 2025 Q1 2025 |
2,989
shares
|
$869,709
0.22% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
2,987
shares
|
$869,127
0.14% of portfolio
|
Q1 2025
Added 13.32%
|