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 |
|---|---|---|---|---|---|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,364
shares
|
$397,510
0.1% of portfolio
|
Q2 2022
Added 44.64%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,363
shares
|
$397,219
0.06% of portfolio
|
Q3 2023
Reduced 0.22%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,363
shares
|
$397,219
0.3% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
1,360
shares
|
$396,344
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
1,358
shares
|
$395,761
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
1,358
shares
|
$395,761
0.15% of portfolio
|
Q1 2025
Reduced 13.56%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
1,355
shares
|
$394,887
0.14% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
Jul 09, 2025 Q2 2025 |
1,354
shares
|
$394,596
0.27% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
1,352
shares
|
$394,013
0.27% of portfolio
|
Q1 2025
Reduced 15.76%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Jul 21, 2025 Q2 2025 |
1,351
shares
|
$393,721
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
1,351
shares
|
$393,721
0.16% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
1,350
shares
|
$393,430
0.03% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
1,348
shares
|
$392,847
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
1,345
shares
|
$391,973
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,342
shares
|
$391,099
0.08% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
1,341
shares
|
$390,807
0.26% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
1,341
shares
|
$390,807
0.04% of portfolio
|
Q1 2025
Reduced 94.2%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
1,339
shares
|
$390,224
0.08% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
1,338
shares
|
$389,933
0.18% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
1,338
shares
|
$389,933
0.1% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
1,335
shares
|
$389,059
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
1,327
shares
|
$386,727
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
1,320
shares
|
$384,687
0.3% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
1,319
shares
|
$384,396
0.02% of portfolio
|
Q2 2025
Reduced 23.89%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
1,318
shares
|
$384,104
0.25% of portfolio
|
Q2 2023
New holding
|