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 |
|---|---|---|---|---|---|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
820
shares
|
$232,191
0.23% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Founders Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
817
shares
|
$231,341
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
815
shares
|
$230,775
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
814
shares
|
$230,492
0.1% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
814
shares
|
$230,492
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Xy Capital LTD
Central, K3 |
May 12, 2025 Q1 2025 |
804
shares
|
$227,660
0.06% of portfolio
|
Q1 2025
Added 52.27%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
800
shares
|
$226,528
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
794
shares
|
$224,829
0.19% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
792
shares
|
$224,262
0.06% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
784
shares
|
$221,997
0.21% of portfolio
|
Q1 2025
Reduced 34.99%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
768
shares
|
$217,466
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
767
shares
|
$217,183
0.18% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
764
shares
|
$216,334
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
753
shares
|
$213,219
0.11% of portfolio
|
Q4 2024
Reduced 13.75%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
749
shares
|
$212,086
0.17% of portfolio
|
Q1 2025
Added 14.35%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
743
shares
|
$210,387
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
742
shares
|
$210,104
0.08% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
741
shares
|
$209,821
0.09% of portfolio
|
Q2 2024
Reduced 88.18%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
725
shares
|
$205,291
0.0% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Renaissance Investment Group LLC
|
Jul 09, 2025 Q2 2025 |
716
shares
|
$202,742
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
711
shares
|
$201,326
0.07% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
711
shares
|
$201,326
0.15% of portfolio
|
Q1 2025
Reduced 11.24%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
709
shares
|
$200,760
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
704
shares
|
$199,344
0.07% of portfolio
|
Q4 2024
Added 253.77%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
703
shares
|
$199,061
0.04% of portfolio
|
Q2 2022
Added 0.14%
|