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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
1,068
shares
|
$310,755
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Reliant Investment Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,068
shares
|
$310,755
0.14% of portfolio
|
Q1 2025
Added 17.23%
|
|
|
Aaf Wealth Management, LLC
|
May 16, 2025 Q1 2025 |
1,068
shares
|
$310,755
0.14% of portfolio
|
Q4 2024
Added 11.62%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
1,065
shares
|
$309,883
0.1% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
May 06, 2025 Q1 2025 |
1,065
shares
|
$309,883
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,064
shares
|
$309,592
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,063
shares
|
$309,301
0.26% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
1,060
shares
|
$308,428
0.26% of portfolio
|
Q2 2025
Added 24.41%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
1,060
shares
|
$308,428
0.09% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Apr 23, 2025 Q1 2025 |
1,055
shares
|
$306,973
0.18% of portfolio
|
Q1 2025
Reduced 70.47%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
May 15, 2025 Q1 2025 |
1,053
shares
|
$306,391
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
1,051
shares
|
$305,809
0.21% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Zevin Asset Management LLC
|
May 06, 2025 Q1 2025 |
1,050
shares
|
$305,518
0.04% of portfolio
|
Q1 2025
Reduced 30.56%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
1,050
shares
|
$305,518
0.15% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
1,047
shares
|
$304,645
0.06% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Sfm, LLC
Manchester, NH |
Jul 16, 2025 Q2 2025 |
1,045
shares
|
$304,063
0.19% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
1,042
shares
|
$303,190
0.13% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
1,042
shares
|
$303,190
0.05% of portfolio
|
Q4 2024
Reduced 32.43%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
1,040
shares
|
$302,608
0.21% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,037
shares
|
$301,735
0.06% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
1,031
shares
|
$299,990
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
1,030
shares
|
$299,699
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
1,026
shares
|
$298,535
0.02% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Apr 23, 2025 Q1 2025 |
1,026
shares
|
$298,535
0.1% of portfolio
|
Q1 2025
New holding
|