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 5,233 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 |
|---|---|---|---|---|---|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
1,560
shares
|
$454,630
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
1,560
shares
|
$454,630
0.88% of portfolio
|
Q2 2025
Added 32.99%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
1,556
shares
|
$453,465
0.15% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
Freedom Day Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
1,556
shares
|
$453,465
0.12% of portfolio
|
Q1 2025
Reduced 24.69%
|
|
|
Bourne Lent Asset Management Inc
|
Jul 08, 2025 Q2 2025 |
1,550
shares
|
$451,716
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
1,547
shares
|
$450,842
0.0% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,547
shares
|
$450,842
0.22% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
1,547
shares
|
$450,842
0.19% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
1,547
shares
|
$450,842
0.18% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,545
shares
|
$450,259
0.0% of portfolio
|
Q1 2025
Reduced 15.62%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
1,542
shares
|
$449,385
0.06% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
1,541
shares
|
$449,093
0.32% of portfolio
|
Q4 2024
Added 35.53%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
1,540
shares
|
$448,802
0.22% of portfolio
|
Q1 2025
Reduced 25.21%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
1,540
shares
|
$448,802
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Apr 29, 2025 Q1 2025 |
1,537
shares
|
$447,927
0.12% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
1,535
shares
|
$447,345
0.2% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,533
shares
|
$446,762
0.13% of portfolio
|
Q2 2022
Added 84.03%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
1,528
shares
|
$445,305
0.03% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,525
shares
|
$444,430
0.27% of portfolio
|
Q4 2024
Reduced 79.83%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
1,520
shares
|
$442,973
0.2% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Baskin Financial Services Inc.
|
Apr 28, 2025 Q1 2025 |
1,518
shares
|
$442,390
0.03% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
1,517
shares
|
$442,099
0.23% of portfolio
|
Q2 2025
Added 12.79%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
1,516
shares
|
$441,807
0.05% of portfolio
|
Q2 2025
Reduced 21.9%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
1,516
shares
|
$441,807
0.11% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
1,512
shares
|
$440,642
0.14% of portfolio
|
Q1 2025
Reduced 0.4%
|