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 |
|---|---|---|---|---|---|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
1,276
shares
|
$371,864
0.06% of portfolio
|
Q1 2025
Added 17.39%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Apr 21, 2025 Q1 2025 |
1,275
shares
|
$371,573
0.24% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
1,275
shares
|
$371,573
0.37% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jul 22, 2025 Q2 2025 |
1,269
shares
|
$369,824
0.24% of portfolio
|
Q4 2023
Reduced 32.1%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
1,269
shares
|
$369,824
0.22% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
1,266
shares
|
$368,950
0.08% of portfolio
|
Q1 2025
Added 20.57%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
1,266
shares
|
$368,950
0.19% of portfolio
|
Q1 2025
Added 559.38%
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
1,263
shares
|
$368,076
0.07% of portfolio
|
Q1 2025
Added 12.47%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
1,261
shares
|
$367,493
0.11% of portfolio
|
Q1 2025
Added 31.9%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
1,257
shares
|
$366,327
0.13% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
1,256
shares
|
$366,036
0.3% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
1,255
shares
|
$365,744
0.09% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
1,249
shares
|
$363,996
0.18% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
1,246
shares
|
$363,121
0.12% of portfolio
|
Q1 2025
Reduced 98.53%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
1,242
shares
|
$361,956
0.21% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,238
shares
|
$360,790
0.18% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
1,238
shares
|
$360,790
0.23% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
1,238
shares
|
$360,790
0.11% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
1,237
shares
|
$360,498
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
1,235
shares
|
$359,916
0.19% of portfolio
|
Q2 2025
Added 29.32%
|
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,228
shares
|
$357,876
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Apr 28, 2025 Q1 2025 |
1,222
shares
|
$356,127
0.01% of portfolio
|
Q1 2025
Reduced 49.79%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
1,221
shares
|
$355,836
0.05% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
1,221
shares
|
$355,836
0.22% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
1,221
shares
|
$355,836
0.05% of portfolio
|
Q1 2025
Added 38.91%
|