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 5,210 institutions that hold shares in the stock, with a total of 2.06 Billion shares, which have been reported (via 13F filing form) to have a value of $584 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
1,293
shares
|
$366,125
0.31% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
May 01, 2025 Q1 2025 |
1,293
shares
|
$366,125
0.3% of portfolio
|
Q1 2025
Added 15.34%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
1,291
shares
|
$365,559
0.07% of portfolio
|
Q1 2025
Reduced 36.18%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 17, 2025 Q1 2025 |
1,291
shares
|
$365,559
0.06% of portfolio
|
Q2 2024
Added 4.11%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
1,287
shares
|
$364,426
0.26% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,286
shares
|
$364,143
0.21% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
1,286
shares
|
$364,143
0.28% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
1,286
shares
|
$364,143
0.14% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
1,284
shares
|
$363,577
0.1% of portfolio
|
Q4 2024
Reduced 99.44%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
1,282
shares
|
$363,011
0.2% of portfolio
|
Q1 2025
Reduced 16.48%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
1,282
shares
|
$363,011
0.2% of portfolio
|
Q1 2025
Reduced 18.96%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
1,282
shares
|
$363,011
0.17% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
1,280
shares
|
$362,444
0.1% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Retireful, LLC
|
Apr 10, 2025 Q1 2025 |
1,278
shares
|
$361,878
0.32% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
1,277
shares
|
$361,595
0.11% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
1,276
shares
|
$361,312
0.06% of portfolio
|
Q1 2025
Added 17.39%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
1,275
shares
|
$361,029
0.09% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Apr 21, 2025 Q1 2025 |
1,275
shares
|
$361,029
0.24% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
1,275
shares
|
$361,029
0.34% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
1,273
shares
|
$360,462
0.15% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Apr 21, 2025 Q1 2025 |
1,269
shares
|
$359,330
0.22% of portfolio
|
Q4 2023
Reduced 32.1%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,266
shares
|
$358,480
0.1% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
1,266
shares
|
$358,480
0.08% of portfolio
|
Q1 2025
Added 20.57%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
1,266
shares
|
$358,480
0.19% of portfolio
|
Q1 2025
Added 559.38%
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
1,263
shares
|
$357,631
0.07% of portfolio
|
Q1 2025
Added 12.47%
|