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 |
|---|---|---|---|---|---|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
2,175
shares
|
$630,532
0.16% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
2,174
shares
|
$630,242
1.04% of portfolio
|
Q1 2025
Added 35.71%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
2,171
shares
|
$629,372
0.13% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Intrinsic Value Partners, LLC
|
May 08, 2025 Q1 2025 |
2,169
shares
|
$628,793
0.54% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
2,167
shares
|
$628,213
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
2,165
shares
|
$627,633
0.27% of portfolio
|
Q1 2025
Reduced 19.07%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
2,165
shares
|
$627,633
0.25% of portfolio
|
Q1 2025
Added 25.36%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
2,162
shares
|
$626,763
0.32% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
2,158
shares
|
$625,604
0.24% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
2,158
shares
|
$625,604
0.56% of portfolio
|
Q2 2025
Added 18.9%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
2,157
shares
|
$625,314
0.22% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
2,153
shares
|
$624,154
0.51% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
2,151
shares
|
$623,574
0.29% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
2,148
shares
|
$622,705
0.11% of portfolio
|
Q1 2025
Added 15.42%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
2,146
shares
|
$622,125
0.46% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
2,139
shares
|
$620,096
0.2% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2025 Q1 2025 |
2,138
shares
|
$619,806
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
2,130
shares
|
$617,487
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
2,125
shares
|
$616,037
0.23% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
2,125
shares
|
$616,037
0.34% of portfolio
|
Q1 2025
Added 60.02%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
2,123
shares
|
$615,457
0.28% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
2,122
shares
|
$615,167
0.46% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
2,122
shares
|
$615,167
0.4% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Broderick Brian C
|
Apr 18, 2025 Q1 2025 |
2,110
shares
|
$611,689
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
2,110
shares
|
$611,689
0.15% of portfolio
|
Q2 2025
Added 95.55%
|