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 |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
2,982
shares
|
$864,481
0.54% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,980
shares
|
$863,901
0.14% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
2,980
shares
|
$863,901
0.84% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
2,978
shares
|
$863,322
0.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,978
shares
|
$863,322
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
2,976
shares
|
$862,742
0.21% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
2,972
shares
|
$861,582
0.58% of portfolio
|
Q1 2025
Added 143.01%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
2,962
shares
|
$858,683
0.69% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
2,957
shares
|
$857,234
0.55% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,955
shares
|
$856,654
0.61% of portfolio
|
Q4 2022
Added 7.42%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,953
shares
|
$856,074
0.01% of portfolio
|
Q1 2025
Added 35.71%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
2,953
shares
|
$856,074
0.48% of portfolio
|
Q1 2025
Reduced 16.46%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
2,953
shares
|
$856,074
0.62% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
2,944
shares
|
$853,465
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
2,943
shares
|
$853,175
0.08% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
2,941
shares
|
$852,595
0.31% of portfolio
|
Q2 2025
Added 22.24%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
2,939
shares
|
$852,016
3.52% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
2,936
shares
|
$851,146
0.09% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
2,936
shares
|
$851,146
0.28% of portfolio
|
Q1 2025
Added 33.21%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
2,932
shares
|
$849,986
0.56% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
2,923
shares
|
$847,377
0.16% of portfolio
|
Q1 2025
Reduced 19.92%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
2,915
shares
|
$845,058
0.01% of portfolio
|
Q1 2025
Reduced 22.16%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
2,914
shares
|
$844,768
0.41% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
2,910
shares
|
$843,608
0.38% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
2,910
shares
|
$843,608
0.34% of portfolio
|
Q1 2025
Reduced 20.71%
|