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 |
|---|---|---|---|---|---|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
2,056
shares
|
$596,034
0.29% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
2,055
shares
|
$595,744
0.07% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
2,051
shares
|
$594,584
0.41% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
2,051
shares
|
$594,584
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kercheville Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,050
shares
|
$594,295
0.21% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
2,047
shares
|
$593,425
0.23% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
2,045
shares
|
$592,845
0.04% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,045
shares
|
$592,845
0.15% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
2,042
shares
|
$591,975
0.09% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
2,042
shares
|
$591,975
0.07% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
2,040
shares
|
$591,396
0.18% of portfolio
|
Q4 2024
Added 32.47%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
2,039
shares
|
$591,106
0.25% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
2,038
shares
|
$590,816
0.28% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
2,036
shares
|
$590,236
0.08% of portfolio
|
Q2 2025
Added 102.59%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
2,034
shares
|
$589,656
0.27% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
2,031
shares
|
$588,786
0.47% of portfolio
|
Q1 2025
Reduced 36.31%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,030
shares
|
$588,497
0.11% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
2,027
shares
|
$587,627
0.18% of portfolio
|
Q1 2024
Reduced 51.32%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,027
shares
|
$587,627
0.22% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
2,026
shares
|
$587,337
0.15% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
2,026
shares
|
$587,337
0.15% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
2,022
shares
|
$586,177
0.39% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
2,021
shares
|
$585,887
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Jul 17, 2025 Q2 2025 |
2,021
shares
|
$585,887
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,020
shares
|
$585,598
0.05% of portfolio
|
Q1 2025
New holding
|