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 |
|---|---|---|---|---|---|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
May 06, 2025 Q1 2025 |
697
shares
|
$197,362
0.04% of portfolio
|
Q1 2025
Reduced 99.39%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
695
shares
|
$196,796
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
693
shares
|
$196,229
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
675
shares
|
$191,133
0.08% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
672
shares
|
$190,283
0.02% of portfolio
|
Q1 2025
Reduced 14.18%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
668
shares
|
$189,150
0.12% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
661
shares
|
$187,168
0.06% of portfolio
|
Q3 2024
Added 17.41%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
654
shares
|
$185,186
0.14% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
653
shares
|
$184,903
0.15% of portfolio
|
Q1 2025
Reduced 24.25%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
651
shares
|
$184,337
0.08% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
643
shares
|
$182,071
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
640
shares
|
$181,222
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
639
shares
|
$180,939
0.17% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
629
shares
|
$178,107
0.14% of portfolio
|
Q3 2023
Reduced 7.36%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
624
shares
|
$176,691
0.07% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
610
shares
|
$172,727
0.04% of portfolio
|
Q4 2023
Reduced 1.93%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
600
shares
|
$169,896
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
599
shares
|
$169,612
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
598
shares
|
$169,329
0.07% of portfolio
|
Q4 2024
Added 219.79%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
594
shares
|
$168,197
0.13% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
591
shares
|
$167,347
0.19% of portfolio
|
Q1 2025
Added 97.0%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
588
shares
|
$166,498
0.09% of portfolio
|
Q1 2025
Reduced 42.75%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
582
shares
|
$164,799
0.05% of portfolio
|
Q1 2025
Added 34.1%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
580
shares
|
$164,232
0.11% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
579
shares
|
$163,949
0.03% of portfolio
|
Q2 2022
Added 60.83%
|