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 |
|---|---|---|---|---|---|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
1,449
shares
|
$418,326
0.07% of portfolio
|
Q1 2023
Added 3.87%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
1,449
shares
|
$418,326
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
1,446
shares
|
$417,460
0.08% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
1,442
shares
|
$416,305
0.08% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
1,442
shares
|
$416,305
0.07% of portfolio
|
Q4 2024
Added 12.57%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
1,440
shares
|
$415,728
0.14% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,439
shares
|
$415,439
0.14% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
1,438
shares
|
$415,150
0.17% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
1,438
shares
|
$415,150
0.32% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
1,436
shares
|
$414,573
0.02% of portfolio
|
Q4 2024
Added 40.37%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
1,435
shares
|
$414,284
0.19% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
1,435
shares
|
$414,284
0.16% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
1,432
shares
|
$413,418
0.26% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
1,430
shares
|
$412,841
0.12% of portfolio
|
Q2 2025
Reduced 52.68%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
1,429
shares
|
$412,552
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,429
shares
|
$412,552
0.23% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
May 20, 2025 Q1 2025 |
1,429
shares
|
$412,552
0.23% of portfolio
|
Q1 2025
Added 148.95%
|
|
|
Eagle Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,429
shares
|
$412,552
0.0% of portfolio
|
Q1 2025
Added 28.85%
|
|
|
Trevian Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
1,428
shares
|
$412,263
0.25% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
1,427
shares
|
$411,974
0.17% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,426
shares
|
$411,686
0.09% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
1,426
shares
|
$411,686
0.17% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
1,423
shares
|
$410,820
0.14% of portfolio
|
Q2 2025
Reduced 20.64%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
1,423
shares
|
$410,820
0.2% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
1,422
shares
|
$410,531
0.39% of portfolio
|
Q1 2025
Added 0.42%
|