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 5,227 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 $593 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caerus Investment Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,133
shares
|
$329,669
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,133
shares
|
$329,669
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
1,130
shares
|
$328,796
0.17% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,129
shares
|
$328,505
0.13% of portfolio
|
Q2 2025
Reduced 53.73%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
1,129
shares
|
$328,505
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,126
shares
|
$327,632
0.01% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
May 14, 2025 Q1 2025 |
1,121
shares
|
$326,177
0.58% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
1,117
shares
|
$325,013
0.15% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
1,115
shares
|
$324,431
0.24% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
1,115
shares
|
$324,431
0.04% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
1,115
shares
|
$324,431
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
1,114
shares
|
$324,140
0.14% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,112
shares
|
$323,558
0.18% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
1,112
shares
|
$323,558
0.21% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
1,110
shares
|
$322,976
0.09% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
1,110
shares
|
$322,976
0.14% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
1,110
shares
|
$322,976
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
1,109
shares
|
$322,685
0.14% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
1,108
shares
|
$322,394
1.44% of portfolio
|
Q1 2025
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
1,106
shares
|
$321,812
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
1,104
shares
|
$321,230
0.05% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
1,103
shares
|
$320,939
0.15% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,101
shares
|
$320,357
0.12% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
1,100
shares
|
$320,067
0.06% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
1,100
shares
|
$320,067
0.05% of portfolio
|
Q1 2025
Added 5.67%
|