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 |
|---|---|---|---|---|---|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
313
shares
|
$90,738
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
311
shares
|
$90,158
0.04% of portfolio
|
Q4 2024
Reduced 87.06%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
300
shares
|
$86,970
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
298
shares
|
$86,390
0.03% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
293
shares
|
$84,940
0.0% of portfolio
|
Q2 2025
Added 18.62%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
290
shares
|
$84,071
0.04% of portfolio
|
Q2 2022
Reduced 47.75%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
289
shares
|
$83,781
0.02% of portfolio
|
Q1 2025
Added 970.37%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
May 12, 2025 Q1 2025 |
280
shares
|
$81,172
0.0% of portfolio
|
Q4 2024
Reduced 79.41%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
278
shares
|
$80,592
0.07% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
277
shares
|
$80,302
0.04% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
265
shares
|
$76,823
0.02% of portfolio
|
Q2 2024
Added 430.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
265
shares
|
$76,823
0.01% of portfolio
|
Q4 2024
Added 8733.33%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
260
shares
|
$75,374
0.05% of portfolio
|
Q3 2022
Added 0.78%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
256
shares
|
$74,214
0.04% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
252
shares
|
$73,054
0.01% of portfolio
|
Q1 2025
Reduced 58.35%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
242
shares
|
$70,155
0.04% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
242
shares
|
$70,155
0.05% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
235
shares
|
$68,126
0.02% of portfolio
|
Q1 2025
Reduced 73.83%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
234
shares
|
$67,836
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
228
shares
|
$66,097
0.0% of portfolio
|
Q1 2025
Reduced 96.9%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
225
shares
|
$65,227
0.02% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
222
shares
|
$64,357
0.12% of portfolio
|
Q1 2023
Reduced 99.68%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
222
shares
|
$64,357
0.02% of portfolio
|
Q4 2024
Added 41.4%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
218
shares
|
$63,198
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Tanaka Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
217
shares
|
$62,908
0.13% of portfolio
|
Q1 2025
Reduced 6.47%
|