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 |
|---|---|---|---|---|---|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
2,015
shares
|
$584,148
0.17% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
2,010
shares
|
$582,699
0.19% of portfolio
|
Q1 2025
Reduced 16.6%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
2,008
shares
|
$582,119
0.08% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
2,008
shares
|
$582,119
0.21% of portfolio
|
Q1 2025
Reduced 18.41%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
May 14, 2025 Q1 2025 |
2,007
shares
|
$581,829
0.24% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
2,007
shares
|
$581,829
0.52% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
2,004
shares
|
$580,959
0.06% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
2,002
shares
|
$580,379
0.38% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Gruss & Co., LLC
|
May 08, 2025 Q1 2025 |
2,000
shares
|
$579,800
2.15% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
2,000
shares
|
$579,800
0.02% of portfolio
|
Q3 2024
Reduced 30.56%
|
|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
2,000
shares
|
$579,800
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
1,999
shares
|
$579,510
0.2% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,998
shares
|
$579,220
0.18% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
1,995
shares
|
$578,350
0.09% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
1,995
shares
|
$578,350
0.09% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
1,994
shares
|
$578,060
0.1% of portfolio
|
Q4 2024
Added 85.49%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
1,993
shares
|
$577,770
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,991
shares
|
$577,190
0.1% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,988
shares
|
$576,321
0.26% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
May 23, 2025 Q1 2025 |
1,985
shares
|
$575,451
0.15% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,983
shares
|
$574,871
0.16% of portfolio
|
Q4 2022
Added 5.31%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
1,982
shares
|
$574,581
0.22% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
1,978
shares
|
$573,422
0.06% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
1,974
shares
|
$572,262
1.66% of portfolio
|
Q1 2025
Added 155.04%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,967
shares
|
$570,233
0.32% of portfolio
|
Q1 2024
Added 11.32%
|