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 |
|---|---|---|---|---|---|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
1,174
shares
|
$342,138
0.29% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
1,173
shares
|
$341,847
0.14% of portfolio
|
Q1 2025
Added 29.76%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
1,170
shares
|
$340,973
0.25% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
1,169
shares
|
$340,681
0.15% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
1,168
shares
|
$340,390
0.19% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
1,167
shares
|
$340,098
0.14% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
1,166
shares
|
$339,807
0.28% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
1,165
shares
|
$339,515
0.07% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
1,163
shares
|
$338,933
0.18% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
1,162
shares
|
$338,641
0.28% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
1,161
shares
|
$338,350
0.08% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
1,160
shares
|
$338,058
0.25% of portfolio
|
Q4 2024
Added 139.18%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jul 21, 2025 Q2 2025 |
1,160
shares
|
$338,058
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
1,154
shares
|
$336,310
0.18% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jul 15, 2025 Q2 2025 |
1,154
shares
|
$336,310
0.16% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
1,151
shares
|
$335,435
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 05, 2025 Q1 2025 |
1,150
shares
|
$335,144
0.17% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
Fidato Wealth LLC
|
May 13, 2025 Q1 2025 |
1,149
shares
|
$334,853
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,147
shares
|
$334,270
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
1,146
shares
|
$333,978
0.34% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
1,146
shares
|
$333,978
0.06% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
1,140
shares
|
$332,230
0.06% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
1,136
shares
|
$331,064
0.05% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Caerus Investment Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,133
shares
|
$330,190
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,133
shares
|
$330,190
0.14% of portfolio
|
Q3 2024
New holding
|