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 5,228 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 $594 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
28,663
shares
|
$8.35 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Dcm Advisors, LLC
New York, NY |
May 19, 2025 Q1 2025 |
28,663
shares
|
$8.35 Million
3.71% of portfolio
|
Q1 2025
Reduced 12.07%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
28,633
shares
|
$8.34 Million
0.77% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
28,621
shares
|
$8.34 Million
0.52% of portfolio
|
Q1 2025
Added 18.27%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
28,619
shares
|
$8.34 Million
2.42% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
28,606
shares
|
$8.34 Million
4.77% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
28,577
shares
|
$8.33 Million
0.18% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Apr 23, 2025 Q1 2025 |
28,531
shares
|
$8.31 Million
3.27% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
28,417
shares
|
$8.28 Million
2.5% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
28,404
shares
|
$8.28 Million
1.68% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
28,391
shares
|
$8.27 Million
2.8% of portfolio
|
Q4 2024
Reduced 37.86%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
28,389
shares
|
$8.27 Million
2.87% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
28,325
shares
|
$8.25 Million
2.9% of portfolio
|
Q2 2025
Added 20.47%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
28,289
shares
|
$8.24 Million
0.97% of portfolio
|
Q2 2024
Added 16.04%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
May 12, 2025 Q1 2025 |
28,287
shares
|
$8.24 Million
1.5% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
28,259
shares
|
$8.24 Million
0.91% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
28,212
shares
|
$8.22 Million
0.97% of portfolio
|
Q2 2025
Added 23.54%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
28,185
shares
|
$8.21 Million
5.41% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
28,153
shares
|
$8.2 Million
2.33% of portfolio
|
Q3 2022
Added 0.36%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
28,080
shares
|
$8.18 Million
3.41% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
28,053
shares
|
$8.18 Million
1.91% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
28,040
shares
|
$8.17 Million
0.96% of portfolio
|
Q4 2022
Added 14.32%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
28,038
shares
|
$8.17 Million
2.14% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
28,011
shares
|
$8.16 Million
1.62% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
May 12, 2025 Q1 2025 |
28,000
shares
|
$8.16 Million
3.22% of portfolio
|
Q3 2024
Added 7.69%
|