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 |
|---|---|---|---|---|---|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
125
shares
|
$36,237
0.02% of portfolio
|
Q1 2025
Added 228.95%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
125
shares
|
$36,237
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
University Of Illinois Foundation
Champaign, IL |
May 09, 2025 Q1 2025 |
125
shares
|
$36,237
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
120
shares
|
$34,788
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
116
shares
|
$33,628
0.02% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
116
shares
|
$33,628
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
115
shares
|
$33,338
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
102
shares
|
$29,569
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
100
shares
|
$28,989
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
100
shares
|
$28,989
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
98
shares
|
$28,410
0.03% of portfolio
|
Q3 2023
Added 1.03%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
93
shares
|
$26,960
0.01% of portfolio
|
Q1 2025
Reduced 69.81%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
90
shares
|
$26,090
0.01% of portfolio
|
Q3 2024
Reduced 88.61%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
86
shares
|
$24,931
0.0% of portfolio
|
Q2 2024
Reduced 49.11%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
82
shares
|
$23,771
0.01% of portfolio
|
Q4 2024
Added 310.0%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
80
shares
|
$23,192
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
77
shares
|
$22,322
0.02% of portfolio
|
Q1 2025
Reduced 91.33%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
74
shares
|
$21,452
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
69
shares
|
$20,003
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
66
shares
|
$19,133
0.0% of portfolio
|
Q1 2025
Reduced 94.94%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
65
shares
|
$18,843
0.01% of portfolio
|
Q3 2024
Added 124.14%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
64
shares
|
$18,553
0.02% of portfolio
|
Q1 2025
Reduced 96.72%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
60
shares
|
$17,394
0.01% of portfolio
|
Q1 2025
Reduced 73.33%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
55
shares
|
$15,944
0.78% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
55
shares
|
$15,944
0.01% of portfolio
|
Q1 2025
New holding
|