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 |
|---|---|---|---|---|---|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
217
shares
|
$62,908
0.02% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
215
shares
|
$62,328
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
203
shares
|
$58,849
0.03% of portfolio
|
Q1 2025
Reduced 99.59%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
201
shares
|
$58,269
0.02% of portfolio
|
Q4 2024
Added 34.0%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
200
shares
|
$57,979
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
200
shares
|
$57,979
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
189
shares
|
$54,791
0.04% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
186
shares
|
$53,921
0.01% of portfolio
|
Q3 2022
Reduced 11.85%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
185
shares
|
$53,631
0.04% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
184
shares
|
$53,341
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
181
shares
|
$52,471
0.02% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
180
shares
|
$52,181
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
178
shares
|
$51,602
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
162
shares
|
$46,963
0.01% of portfolio
|
Q1 2025
Added 20.9%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
157
shares
|
$45,514
0.01% of portfolio
|
Q1 2024
Added 227.08%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
156
shares
|
$45,224
0.02% of portfolio
|
Q2 2025
Added 212.0%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
156
shares
|
$45,224
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
151
shares
|
$43,774
0.02% of portfolio
|
Q1 2025
Reduced 63.88%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
149
shares
|
$43,195
0.02% of portfolio
|
Q4 2024
Reduced 21.16%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
144
shares
|
$41,745
0.01% of portfolio
|
Q1 2025
Reduced 63.45%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
135
shares
|
$39,136
0.04% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
135
shares
|
$39,136
0.01% of portfolio
|
Q2 2025
Added 32.35%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
135
shares
|
$39,136
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
127
shares
|
$36,817
0.01% of portfolio
|
Q4 2024
Reduced 40.09%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
127
shares
|
$36,817
0.02% of portfolio
|
Q2 2025
New holding
|