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 |
|---|---|---|---|---|---|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
2,903
shares
|
$841,579
0.01% of portfolio
|
Q1 2025
Added 26.05%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
2,901
shares
|
$840,999
0.74% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,899
shares
|
$840,420
0.08% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
2,899
shares
|
$840,420
0.32% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
2,898
shares
|
$840,130
0.52% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
2,897
shares
|
$839,840
0.94% of portfolio
|
Q1 2025
Reduced 56.04%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
2,897
shares
|
$839,840
0.29% of portfolio
|
Q1 2025
Added 18.97%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
2,896
shares
|
$839,550
0.29% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
2,894
shares
|
$838,970
0.48% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
2,894
shares
|
$838,970
0.1% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
2,893
shares
|
$838,680
0.25% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,892
shares
|
$838,390
0.33% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
2,892
shares
|
$838,390
0.39% of portfolio
|
Q1 2025
Reduced 44.67%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
2,888
shares
|
$837,231
0.05% of portfolio
|
Q4 2023
Reduced 4.18%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
2,888
shares
|
$837,231
0.25% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
2,881
shares
|
$835,201
0.45% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
2,877
shares
|
$834,042
0.13% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
2,876
shares
|
$833,752
0.34% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
2,874
shares
|
$833,172
0.17% of portfolio
|
Q3 2023
Reduced 2.28%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
2,874
shares
|
$833,172
0.41% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,868
shares
|
$831,433
0.56% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
2,868
shares
|
$831,433
0.65% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
2,866
shares
|
$830,853
0.54% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
2,865
shares
|
$830,563
0.39% of portfolio
|
Q2 2025
Added 49.14%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,854
shares
|
$827,374
0.07% of portfolio
|
Q4 2024
Reduced 11.8%
|