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 5,215 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 $588 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
1,798
shares
|
$519,082
0.24% of portfolio
|
Q2 2025
Added 111.78%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
1,794
shares
|
$517,927
0.15% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,792
shares
|
$517,350
0.08% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
1,789
shares
|
$516,484
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
1,787
shares
|
$515,906
0.06% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
May 08, 2025 Q1 2025 |
1,784
shares
|
$515,040
0.31% of portfolio
|
Q1 2025
Added 49.54%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,783
shares
|
$514,752
0.28% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
1,783
shares
|
$514,752
0.18% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
1,782
shares
|
$514,463
0.33% of portfolio
|
Q1 2025
Added 16.47%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Jul 08, 2025 Q2 2025 |
1,776
shares
|
$512,731
0.93% of portfolio
|
Q2 2025
Reduced 93.31%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
1,774
shares
|
$512,153
0.18% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
1,773
shares
|
$511,865
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
1,773
shares
|
$511,865
0.23% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
1,772
shares
|
$511,576
0.15% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
May 15, 2025 Q1 2025 |
1,771
shares
|
$511,287
0.26% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
1,764
shares
|
$509,266
0.3% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Apr 25, 2025 Q1 2025 |
1,760
shares
|
$508,112
0.28% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
1,758
shares
|
$507,534
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
1,755
shares
|
$506,668
0.13% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
1,752
shares
|
$505,802
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
1,751
shares
|
$505,513
0.07% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
1,748
shares
|
$504,647
0.21% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
1,746
shares
|
$504,070
0.17% of portfolio
|
Q1 2025
Reduced 17.64%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
1,745
shares
|
$503,781
0.15% of portfolio
|
Q1 2025
Added 50.69%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
1,744
shares
|
$503,492
0.19% of portfolio
|
Q1 2025
Reduced 5.37%
|