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 5,224 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 $591 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
1,025
shares
|
$297,147
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Apr 22, 2025 Q1 2025 |
1,017
shares
|
$294,828
0.19% of portfolio
|
Q1 2025
Added 20.78%
|
|
|
Dash Acquisitions Inc.
|
May 14, 2025 Q1 2025 |
1,015
shares
|
$294,248
0.06% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
1,015
shares
|
$294,248
0.19% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
1,015
shares
|
$294,248
0.32% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,012
shares
|
$293,378
0.39% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
1,011
shares
|
$293,088
0.15% of portfolio
|
Q1 2025
Added 13.09%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
1,011
shares
|
$293,088
0.14% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
1,010
shares
|
$292,799
0.24% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
1,010
shares
|
$292,799
0.08% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
1,010
shares
|
$292,799
0.18% of portfolio
|
Q1 2025
Added 24.69%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
1,007
shares
|
$291,929
0.09% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
1,007
shares
|
$291,929
0.16% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
1,005
shares
|
$291,349
0.14% of portfolio
|
Q1 2025
Reduced 13.66%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
1,003
shares
|
$290,769
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
1,001
shares
|
$290,189
0.13% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Brandywine Trust CO
Hockessin, DE |
May 14, 2025 Q1 2025 |
1,000
shares
|
$289,900
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$289,900
0.03% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Unconventional Investor, LLC
|
May 14, 2025 Q1 2025 |
996
shares
|
$288,740
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
996
shares
|
$288,740
0.24% of portfolio
|
Q1 2025
Added 14.88%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
996
shares
|
$288,740
0.45% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Eastover Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
993
shares
|
$287,870
0.13% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
992
shares
|
$287,580
0.12% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Apr 18, 2025 Q1 2025 |
991
shares
|
$287,290
0.17% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
988
shares
|
$286,421
0.18% of portfolio
|
Q2 2025
Added 8.69%
|