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 |
|---|---|---|---|---|---|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
2,640
shares
|
$765,335
0.35% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
2,635
shares
|
$763,886
0.01% of portfolio
|
Q2 2025
Reduced 38.61%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
2,635
shares
|
$763,886
0.33% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
2,634
shares
|
$763,596
0.54% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
2,633
shares
|
$763,306
0.19% of portfolio
|
Q1 2025
Added 25.74%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
2,630
shares
|
$762,436
0.2% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
2,628
shares
|
$761,857
0.31% of portfolio
|
Q1 2025
Added 41.44%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
2,624
shares
|
$760,697
0.11% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
2,619
shares
|
$759,248
0.12% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
2,617
shares
|
$758,668
0.08% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
2,614
shares
|
$757,798
0.26% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
2,612
shares
|
$757,218
0.17% of portfolio
|
Q1 2023
Added 7.49%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
2,609
shares
|
$756,349
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
2,608
shares
|
$756,059
0.27% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
2,604
shares
|
$754,899
0.81% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
2,597
shares
|
$752,870
0.65% of portfolio
|
Q1 2025
Added 17.99%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
2,595
shares
|
$752,290
0.24% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Moody Aldrich Partners LLC
|
Apr 28, 2025 Q1 2025 |
2,593
shares
|
$751,710
0.15% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
2,588
shares
|
$750,261
0.19% of portfolio
|
Q1 2025
Added 13.11%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
2,587
shares
|
$749,971
0.29% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
2,584
shares
|
$749,101
0.51% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
2,581
shares
|
$748,231
0.14% of portfolio
|
Q3 2022
Added 18.34%
|
|
|
Penn Davis Mcfarland Inc
|
Jul 15, 2025 Q2 2025 |
2,580
shares
|
$747,941
0.09% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
2,578
shares
|
$747,362
0.27% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Bender Robert & Associates
|
Apr 18, 2025 Q1 2025 |
2,574
shares
|
$746,202
0.16% of portfolio
|
Q1 2025
Reduced 6.54%
|