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 |
|---|---|---|---|---|---|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
2,357
shares
|
$683,294
0.32% of portfolio
|
Q1 2025
Added 26.25%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
2,353
shares
|
$682,134
0.14% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
2,352
shares
|
$681,844
0.25% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
2,350
shares
|
$681,265
0.1% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
2,348
shares
|
$680,685
0.27% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
2,343
shares
|
$679,235
0.1% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
2,343
shares
|
$679,235
0.25% of portfolio
|
Q4 2023
Reduced 1.26%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
2,342
shares
|
$678,945
0.22% of portfolio
|
Q1 2025
Reduced 28.34%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
2,337
shares
|
$677,496
0.37% of portfolio
|
Q1 2025
Added 21.66%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
2,336
shares
|
$677,206
0.49% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
2,332
shares
|
$676,046
0.09% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
2,332
shares
|
$676,046
0.13% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
2,331
shares
|
$675,756
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
2,327
shares
|
$674,597
0.54% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,319
shares
|
$672,278
0.15% of portfolio
|
Q3 2023
Reduced 5.62%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
2,317
shares
|
$671,698
0.48% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
2,314
shares
|
$670,828
0.3% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Tamar Securities, LLC
|
May 15, 2025 Q1 2025 |
2,314
shares
|
$670,828
0.08% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
2,314
shares
|
$670,828
0.42% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
2,309
shares
|
$669,379
0.68% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
2,301
shares
|
$667,059
0.11% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
2,296
shares
|
$665,610
0.19% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
2,295
shares
|
$665,320
0.61% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
2,292
shares
|
$664,450
0.28% of portfolio
|
Q1 2025
Added 39.33%
|
|
|
Blackstone Inc
New York, NY |
May 15, 2025 Q1 2025 |
2,289
shares
|
$663,581
0.0% of portfolio
|
Q1 2025
New holding
|