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 |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
496
shares
|
$143,790
0.02% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
459
shares
|
$133,064
0.05% of portfolio
|
Q4 2024
Reduced 20.73%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
453
shares
|
$131,324
0.06% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
452
shares
|
$131,034
0.04% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
440
shares
|
$127,555
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
439
shares
|
$127,266
0.04% of portfolio
|
Q3 2023
Added 90.87%
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
430
shares
|
$124,656
0.06% of portfolio
|
Q1 2024
Reduced 3.37%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
430
shares
|
$124,656
0.05% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
429
shares
|
$124,367
0.05% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
427
shares
|
$123,787
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
426
shares
|
$123,497
0.08% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
411
shares
|
$119,148
0.05% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
406
shares
|
$117,699
0.02% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
400
shares
|
$115,959
0.02% of portfolio
|
Q4 2022
Reduced 67.29%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
395
shares
|
$114,510
0.07% of portfolio
|
Q1 2025
Reduced 21.78%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
392
shares
|
$113,640
0.04% of portfolio
|
Q1 2025
Added 51.35%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
386
shares
|
$111,901
0.06% of portfolio
|
Q1 2025
Added 125.73%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
384
shares
|
$111,321
0.08% of portfolio
|
Q1 2025
Added 83.73%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
349
shares
|
$101,175
0.08% of portfolio
|
Q1 2025
Added 17.51%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
343
shares
|
$99,435
0.04% of portfolio
|
Q1 2025
Added 163.85%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
334
shares
|
$96,826
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
327
shares
|
$94,797
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
323
shares
|
$93,637
0.04% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
317
shares
|
$91,898
0.06% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
316
shares
|
$91,608
0.0% of portfolio
|
Q1 2025
Added 393.75%
|