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 5,309 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 $612 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
69
shares
|
$20,206
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
65
shares
|
$19,035
0.01% of portfolio
|
Q3 2024
Added 124.14%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
54
shares
|
$15,813
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
51
shares
|
$14,935
0.0% of portfolio
|
Q2 2025
Added 112.5%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
50
shares
|
$14,642
0.01% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
47
shares
|
$13,763
0.67% of portfolio
|
Q2 2025
Reduced 14.55%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
45
shares
|
$13,178
0.03% of portfolio
|
Q1 2025
Reduced 91.74%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
39
shares
|
$11,421
0.02% of portfolio
|
Q3 2024
Reduced 64.55%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
33
shares
|
$9,664
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
31
shares
|
$9,078
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
29
shares
|
$8,492
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
26
shares
|
$7,614
0.0% of portfolio
|
Q1 2024
Reduced 99.66%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
24
shares
|
$7,028
0.0% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
22
shares
|
$6,442
0.01% of portfolio
|
Q2 2025
Reduced 91.2%
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
20
shares
|
$5,857
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
15
shares
|
$4,392
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
11
shares
|
$3,221
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Campbell Capital Management Inc
|
May 09, 2025 Q1 2025 |
5
shares
|
$1,464
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
4
shares
|
$1,171
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
2
shares
|
$585
0.01% of portfolio
|
Q2 2025
Reduced 93.75%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
1
shares
|
$292
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|