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 |
|---|---|---|---|---|---|
|
Hrc Wealth Management, LLC
Moscow, ID |
May 12, 2025 Q1 2025 |
986
shares
|
$285,841
0.15% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
986
shares
|
$285,841
0.15% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Front Street Capital Management, Inc.
|
May 16, 2025 Q1 2025 |
985
shares
|
$285,551
0.05% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Apr 03, 2025 Q1 2025 |
984
shares
|
$285,261
0.01% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
983
shares
|
$284,971
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
976
shares
|
$282,942
0.04% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
975
shares
|
$282,652
0.2% of portfolio
|
Q1 2025
Reduced 28.47%
|
|
|
Fusion Family Wealth LLC
|
Apr 28, 2025 Q1 2025 |
972
shares
|
$281,782
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
972
shares
|
$281,782
0.19% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
970
shares
|
$281,203
0.15% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
967
shares
|
$280,333
0.03% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
965
shares
|
$279,753
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
962
shares
|
$278,883
0.18% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
960
shares
|
$278,304
0.14% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
959
shares
|
$278,014
0.19% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
959
shares
|
$278,014
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
958
shares
|
$277,724
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Chase Investment Counsel Corp
|
May 12, 2025 Q1 2025 |
957
shares
|
$277,434
0.09% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Carroll Investors, Inc
|
May 13, 2025 Q1 2025 |
956
shares
|
$277,144
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
954
shares
|
$276,564
0.21% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Check Capital Management Inc
|
May 01, 2025 Q1 2025 |
952
shares
|
$275,984
0.01% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
952
shares
|
$275,984
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
952
shares
|
$275,984
0.2% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
950
shares
|
$275,405
0.07% of portfolio
|
Q3 2023
Reduced 0.84%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
950
shares
|
$275,405
0.15% of portfolio
|
Q3 2024
New holding
|