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 |
|---|---|---|---|---|---|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
950
shares
|
$276,421
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
949
shares
|
$276,130
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
943
shares
|
$274,384
0.21% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
940
shares
|
$273,511
0.13% of portfolio
|
Q1 2025
Reduced 45.98%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
936
shares
|
$272,347
0.12% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
936
shares
|
$272,347
0.15% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
933
shares
|
$271,475
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
931
shares
|
$270,893
0.05% of portfolio
|
Q4 2022
Added 2.53%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
931
shares
|
$270,893
0.22% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
931
shares
|
$270,893
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
929
shares
|
$270,311
0.17% of portfolio
|
Q2 2024
Added 8.93%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
926
shares
|
$269,438
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
926
shares
|
$269,438
0.07% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
926
shares
|
$269,438
0.14% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
925
shares
|
$269,147
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sander Capital Advisors Inc
Seattle, WA |
Apr 18, 2025 Q1 2025 |
925
shares
|
$269,147
0.12% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
925
shares
|
$269,147
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
924
shares
|
$268,856
0.08% of portfolio
|
Q1 2025
Reduced 18.45%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jun 27, 2025 Q1 2025 |
924
shares
|
$268,856
0.19% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
920
shares
|
$267,692
0.08% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Apr 22, 2025 Q1 2025 |
920
shares
|
$267,692
0.19% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
920
shares
|
$267,692
0.06% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
919
shares
|
$267,401
0.11% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
919
shares
|
$267,401
0.23% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
918
shares
|
$267,110
0.16% of portfolio
|
Q1 2025
New holding
|