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 |
|---|---|---|---|---|---|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
909
shares
|
$257,392
0.18% of portfolio
|
Q1 2025
Reduced 21.84%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
908
shares
|
$257,109
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
906
shares
|
$256,542
0.15% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Gator Capital Management, LLC
|
May 13, 2025 Q1 2025 |
905
shares
|
$256,259
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
904
shares
|
$255,976
0.11% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
904
shares
|
$255,976
0.14% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
900
shares
|
$254,844
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
900
shares
|
$254,844
0.16% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Apr 23, 2025 Q1 2025 |
899
shares
|
$254,560
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
897
shares
|
$253,994
0.1% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
896
shares
|
$253,711
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
894
shares
|
$253,145
0.07% of portfolio
|
Q1 2025
Reduced 52.19%
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
884
shares
|
$250,313
0.07% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
884
shares
|
$250,313
0.19% of portfolio
|
Q1 2025
Reduced 52.78%
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
883
shares
|
$250,030
0.2% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
881
shares
|
$249,463
0.2% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Apr 17, 2025 Q1 2025 |
878
shares
|
$248,614
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
872
shares
|
$246,915
0.06% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
869
shares
|
$246,066
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
867
shares
|
$245,499
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Apr 18, 2025 Q1 2025 |
864
shares
|
$244,650
0.14% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
863
shares
|
$244,367
0.16% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
861
shares
|
$243,800
0.05% of portfolio
|
Q1 2025
Reduced 43.43%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
860
shares
|
$243,517
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
858
shares
|
$242,951
0.15% of portfolio
|
Q1 2025
Added 371.43%
|