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 |
|---|---|---|---|---|---|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
1,398
shares
|
$407,419
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,398
shares
|
$407,419
0.33% of portfolio
|
Q2 2024
Added 13.29%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Jul 22, 2025 Q2 2025 |
1,393
shares
|
$405,961
0.27% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
1,392
shares
|
$405,670
0.2% of portfolio
|
Q3 2024
Reduced 33.46%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
1,390
shares
|
$405,087
0.08% of portfolio
|
Q2 2025
Reduced 46.1%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
1,390
shares
|
$405,087
0.2% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
1,388
shares
|
$404,504
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
1,385
shares
|
$403,630
0.29% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
1,385
shares
|
$403,630
0.22% of portfolio
|
Q4 2024
Reduced 11.5%
|
|
|
Sicart Associates LLC
|
Jul 18, 2025 Q2 2025 |
1,385
shares
|
$403,630
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
1,382
shares
|
$402,756
0.38% of portfolio
|
Q2 2025
Added 28.56%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
1,382
shares
|
$402,756
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
1,380
shares
|
$402,173
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
1,379
shares
|
$401,881
0.24% of portfolio
|
Q1 2025
Added 23.13%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
1,376
shares
|
$401,007
0.44% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
1,375
shares
|
$400,716
0.24% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
1,375
shares
|
$400,716
0.21% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
1,370
shares
|
$399,259
0.12% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
1,370
shares
|
$399,259
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Cumberland Advisors Inc
|
May 09, 2025 Q1 2025 |
1,367
shares
|
$398,384
0.15% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
1,367
shares
|
$398,384
0.17% of portfolio
|
Q1 2025
Added 27.52%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,366
shares
|
$398,093
0.18% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
1,366
shares
|
$398,093
0.02% of portfolio
|
Q1 2025
Reduced 50.93%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
1,366
shares
|
$398,093
0.37% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Oak Ridge Investments LLC
|
May 13, 2025 Q1 2025 |
1,365
shares
|
$397,801
0.03% of portfolio
|
Q4 2024
Reduced 2.22%
|