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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,100
shares
|
$320,067
0.06% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
1,094
shares
|
$318,321
0.1% of portfolio
|
Q2 2025
Reduced 15.19%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
1,093
shares
|
$318,030
0.05% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
1,093
shares
|
$318,030
0.07% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,091
shares
|
$317,448
0.03% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Stack Financial Management, Inc
|
May 02, 2025 Q1 2025 |
1,091
shares
|
$317,448
0.02% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
1,091
shares
|
$317,448
0.15% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
1,089
shares
|
$316,866
0.1% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
1,089
shares
|
$316,866
0.15% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
1,088
shares
|
$316,575
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
1,088
shares
|
$316,575
0.2% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
1,086
shares
|
$315,993
0.12% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
1,086
shares
|
$315,993
0.27% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
1,085
shares
|
$315,702
0.06% of portfolio
|
Q1 2025
Added 24.71%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
1,084
shares
|
$315,411
0.17% of portfolio
|
Q1 2025
Reduced 15.9%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,083
shares
|
$315,120
0.06% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
1,080
shares
|
$314,247
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
1,078
shares
|
$313,665
0.12% of portfolio
|
Q2 2024
Added 2.6%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,077
shares
|
$313,374
0.07% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
1,076
shares
|
$313,083
0.1% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
1,075
shares
|
$312,792
0.05% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
1,075
shares
|
$312,792
0.15% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jul 15, 2025 Q2 2025 |
1,073
shares
|
$312,210
0.23% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
1,073
shares
|
$312,210
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
1,073
shares
|
$312,210
0.27% of portfolio
|
Q1 2025
Added 7.8%
|