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 5,224 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 $591 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
2,845
shares
|
$824,765
0.24% of portfolio
|
Q1 2025
Added 34.96%
|
|
|
Diamant Asset Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,843
shares
|
$824,185
0.63% of portfolio
|
Q1 2025
Reduced 41.39%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
2,839
shares
|
$823,026
0.04% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
2,837
shares
|
$822,446
0.59% of portfolio
|
Q1 2025
Added 109.37%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
2,836
shares
|
$822,156
0.1% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,830
shares
|
$820,416
0.12% of portfolio
|
Q2 2024
Added 4.7%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
2,819
shares
|
$817,228
0.53% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
2,816
shares
|
$816,358
0.55% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
2,813
shares
|
$815,488
0.4% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
2,809
shares
|
$814,329
0.2% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,802
shares
|
$812,299
0.56% of portfolio
|
Q1 2024
Reduced 4.14%
|
|
|
Murphy Pohlad Asset Management LLC
|
Apr 17, 2025 Q1 2025 |
2,800
shares
|
$811,719
0.29% of portfolio
|
Q1 2025
Added 14.75%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,792
shares
|
$809,400
0.02% of portfolio
|
Q1 2025
Added 42.52%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
2,790
shares
|
$808,820
0.33% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Westwood Wealth Management
|
May 14, 2025 Q1 2025 |
2,787
shares
|
$807,951
0.3% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
2,784
shares
|
$807,081
0.02% of portfolio
|
Q1 2025
Reduced 34.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
2,781
shares
|
$806,211
0.14% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
2,779
shares
|
$805,632
0.21% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
2,778
shares
|
$805,342
0.28% of portfolio
|
Q3 2023
Added 0.29%
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
2,778
shares
|
$805,342
0.57% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
2,775
shares
|
$804,472
0.08% of portfolio
|
Q1 2025
Added 41.94%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
2,758
shares
|
$799,544
0.28% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
2,756
shares
|
$798,964
0.58% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
2,756
shares
|
$798,964
0.19% of portfolio
|
Q1 2025
Reduced 25.79%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
2,755
shares
|
$798,674
0.12% of portfolio
|
Q1 2025
Reduced 3.77%
|