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 |
|---|---|---|---|---|---|
|
Colrain Capital LLC
Boston, MA |
May 12, 2025 Q1 2025 |
1,500
shares
|
$433,050
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
1,500
shares
|
$433,050
0.26% of portfolio
|
Q3 2024
Reduced 13.94%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
1,499
shares
|
$432,761
0.39% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,498
shares
|
$432,472
0.19% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
May 12, 2025 Q1 2025 |
1,498
shares
|
$432,472
0.25% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
1,496
shares
|
$431,895
0.32% of portfolio
|
Q2 2023
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,495
shares
|
$431,606
0.11% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
1,495
shares
|
$431,606
0.23% of portfolio
|
Q1 2025
Reduced 21.48%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
1,493
shares
|
$431,029
0.37% of portfolio
|
Q2 2025
Reduced 16.17%
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
1,486
shares
|
$429,008
0.4% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,478
shares
|
$426,698
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,474
shares
|
$425,543
0.05% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
1,472
shares
|
$424,966
0.02% of portfolio
|
Q1 2025
Added 105.87%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
1,468
shares
|
$423,811
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
1,468
shares
|
$423,811
0.05% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
1,465
shares
|
$422,945
0.86% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
1,464
shares
|
$422,656
0.33% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
1,461
shares
|
$421,790
0.28% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
1,458
shares
|
$420,924
0.3% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Apr 09, 2025 Q1 2025 |
1,458
shares
|
$420,924
0.36% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
1,458
shares
|
$420,924
0.3% of portfolio
|
Q1 2025
Added 641.29%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,458
shares
|
$420,924
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Lighthouse Financial LLC
Largo, FL |
May 12, 2025 Q1 2025 |
1,457
shares
|
$420,635
0.31% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
1,453
shares
|
$419,481
0.24% of portfolio
|
Q1 2025
Added 22.2%
|
|
|
Ddd Partners, LLC
|
May 02, 2025 Q1 2025 |
1,451
shares
|
$418,903
0.04% of portfolio
|
Q1 2025
Added 2.47%
|