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 |
|---|---|---|---|---|---|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
2,287
shares
|
$663,001
0.23% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
2,276
shares
|
$659,812
0.73% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
2,274
shares
|
$659,232
0.98% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
2,273
shares
|
$658,942
0.14% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
2,269
shares
|
$657,783
0.12% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
2,268
shares
|
$657,493
0.24% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
2,264
shares
|
$656,333
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Tuttle Capital Management, LLC
|
Apr 17, 2025 Q1 2025 |
2,258
shares
|
$654,594
4.24% of portfolio
|
Q1 2025
Added 13.13%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
2,258
shares
|
$654,594
0.3% of portfolio
|
Q1 2025
Added 718.12%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
2,248
shares
|
$651,695
0.03% of portfolio
|
Q3 2022
Added 0.4%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
2,248
shares
|
$651,695
0.22% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
2,247
shares
|
$651,405
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
May 14, 2025 Q1 2025 |
2,247
shares
|
$651,405
0.33% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
2,245
shares
|
$650,825
0.44% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
2,241
shares
|
$649,665
0.25% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,239
shares
|
$649,086
0.78% of portfolio
|
Q1 2025
Reduced 56.13%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
2,239
shares
|
$649,086
0.24% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
2,238
shares
|
$648,796
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
2,238
shares
|
$648,796
0.31% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
2,233
shares
|
$647,346
0.49% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
2,231
shares
|
$646,766
0.23% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
2,224
shares
|
$644,737
0.2% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,220
shares
|
$643,578
0.38% of portfolio
|
Q3 2022
Reduced 57.89%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
2,216
shares
|
$642,418
0.39% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
2,214
shares
|
$641,838
0.17% of portfolio
|
Q1 2025
Added 0.05%
|