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 5,333 institutions that hold shares in the stock, with a total of 2.09 Billion shares, which have been reported (via 13F filing form) to have a value of $652 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
530
shares
|
$165,227
0.1% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
501
shares
|
$156,186
0.12% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
500
shares
|
$155,875
0.11% of portfolio
|
Q1 2025
Reduced 82.2%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
497
shares
|
$154,939
0.04% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
496
shares
|
$154,628
0.02% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
472
shares
|
$147,146
0.1% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
453
shares
|
$141,222
0.06% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
442
shares
|
$137,793
0.06% of portfolio
|
Q2 2025
Added 10950.0%
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
430
shares
|
$134,052
0.06% of portfolio
|
Q1 2024
Reduced 3.37%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
430
shares
|
$134,052
0.05% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
429
shares
|
$133,740
0.05% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
427
shares
|
$133,117
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
422
shares
|
$131,558
0.07% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
415
shares
|
$129,376
0.04% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
412
shares
|
$128,441
0.06% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
406
shares
|
$126,570
0.02% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
403
shares
|
$125,635
0.05% of portfolio
|
Q2 2025
Added 17.49%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
400
shares
|
$124,700
0.02% of portfolio
|
Q4 2022
Reduced 67.29%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
396
shares
|
$123,453
0.09% of portfolio
|
Q2 2025
Added 63.64%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
396
shares
|
$123,453
0.09% of portfolio
|
Q2 2025
Added 63.64%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
395
shares
|
$123,141
0.09% of portfolio
|
Q1 2025
Reduced 21.78%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
393
shares
|
$122,517
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
365
shares
|
$113,788
0.02% of portfolio
|
Q2 2025
Added 37.74%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
342
shares
|
$106,618
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
341
shares
|
$106,306
0.08% of portfolio
|
Q2 2025
Added 2.1%
|