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 |
|---|---|---|---|---|---|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
2,754
shares
|
$798,384
0.07% of portfolio
|
Q1 2025
Reduced 77.74%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,748
shares
|
$796,645
0.93% of portfolio
|
Q1 2025
Added 58.11%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
2,739
shares
|
$794,036
0.57% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
2,738
shares
|
$793,746
0.13% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
2,733
shares
|
$792,296
0.24% of portfolio
|
Q2 2025
Added 20.03%
|
|
|
Reik & Co., LLC
|
May 06, 2025 Q1 2025 |
2,732
shares
|
$792,006
0.16% of portfolio
|
Q2 2023
Added 0.37%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
2,732
shares
|
$792,006
0.21% of portfolio
|
Q1 2025
Reduced 24.57%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
2,729
shares
|
$791,137
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
2,722
shares
|
$789,107
0.16% of portfolio
|
Q1 2025
Reduced 32.84%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
2,712
shares
|
$786,208
0.1% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
2,710
shares
|
$785,628
0.51% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
2,702
shares
|
$783,309
0.1% of portfolio
|
Q2 2022
Reduced 13.98%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
2,697
shares
|
$781,860
0.58% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
2,696
shares
|
$781,570
0.12% of portfolio
|
Q2 2022
Reduced 94.14%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
2,687
shares
|
$778,961
0.54% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
2,685
shares
|
$778,381
0.22% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
2,679
shares
|
$776,642
1.0% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
2,675
shares
|
$775,482
0.42% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
2,674
shares
|
$775,192
0.21% of portfolio
|
Q1 2025
Added 29.12%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
2,666
shares
|
$772,873
0.49% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
2,660
shares
|
$771,133
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,653
shares
|
$769,104
0.27% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,651
shares
|
$768,524
0.22% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
2,642
shares
|
$765,915
0.41% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
2,640
shares
|
$765,335
0.15% of portfolio
|
Q4 2024
Added 121.48%
|