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 5,224 institutions that hold shares in the stock, with a total of 2.04 Billion shares, which have been reported (via 13F filing form) to have a value of $591 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
51,603
shares
|
$15 Million
0.58% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
51,598
shares
|
$15 Million
0.45% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
51,590
shares
|
$15 Million
3.12% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
51,506
shares
|
$14.9 Million
0.68% of portfolio
|
Q4 2023
Added 13.97%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
51,308
shares
|
$14.9 Million
3.01% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
51,210
shares
|
$14.8 Million
4.49% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
51,081
shares
|
$14.8 Million
1.72% of portfolio
|
Q1 2024
Added 114.3%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Apr 23, 2025 Q1 2025 |
50,968
shares
|
$14.8 Million
9.42% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
50,937
shares
|
$14.8 Million
1.49% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
50,920
shares
|
$14.8 Million
0.42% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
50,793
shares
|
$14.7 Million
3.88% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
50,701
shares
|
$14.7 Million
3.63% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Inlet Private Wealth, LLC
|
May 07, 2025 Q1 2025 |
50,624
shares
|
$14.7 Million
3.41% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
50,594
shares
|
$14.7 Million
0.77% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Miramar Capital, LLC
|
May 13, 2025 Q1 2025 |
50,460
shares
|
$14.6 Million
3.02% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
50,450
shares
|
$14.6 Million
0.86% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
50,440
shares
|
$14.6 Million
2.29% of portfolio
|
Q3 2023
New holding
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
May 15, 2025 Q1 2025 |
50,378
shares
|
$14.6 Million
4.36% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
50,187
shares
|
$14.5 Million
3.32% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
50,109
shares
|
$14.5 Million
0.96% of portfolio
|
Q1 2025
Reduced 33.27%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
50,000
shares
|
$14.5 Million
3.66% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
49,949
shares
|
$14.5 Million
1.68% of portfolio
|
Q2 2023
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
49,863
shares
|
$14.5 Million
1.83% of portfolio
|
Q1 2025
Added 21.56%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
49,791
shares
|
$14.4 Million
1.31% of portfolio
|
Q1 2025
Added 178.63%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
49,779
shares
|
$14.4 Million
0.8% of portfolio
|
Q1 2025
Added 13.03%
|