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 |
|---|---|---|---|---|---|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
2,573
shares
|
$745,912
0.28% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
2,569
shares
|
$744,753
0.17% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
2,564
shares
|
$743,303
0.63% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
2,558
shares
|
$741,564
0.3% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
2,555
shares
|
$740,694
0.49% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
2,550
shares
|
$739,245
0.34% of portfolio
|
Q1 2025
Added 18.33%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
2,549
shares
|
$738,955
0.07% of portfolio
|
Q3 2024
Added 55.81%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
2,540
shares
|
$736,346
0.28% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
2,540
shares
|
$736,346
0.1% of portfolio
|
Q1 2025
Added 44.07%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
2,539
shares
|
$736,056
0.25% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
America First Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,538
shares
|
$735,766
0.15% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Manteio Capital LLC
|
Nov 01, 2022 Q3 2022 |
2,538
shares
|
$735,766
25.17% of portfolio
|
Q3 2022
New holding
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
2,538
shares
|
$735,766
0.2% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
2,530
shares
|
$733,447
0.25% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,524
shares
|
$731,707
0.79% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
2,524
shares
|
$731,707
0.04% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
2,521
shares
|
$730,837
0.67% of portfolio
|
Q1 2025
Reduced 18.65%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
2,518
shares
|
$729,968
0.53% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
2,517
shares
|
$729,678
0.58% of portfolio
|
Q3 2023
Reduced 3.97%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
2,515
shares
|
$729,098
0.36% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
2,514
shares
|
$728,808
0.23% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
2,513
shares
|
$728,518
0.3% of portfolio
|
Q1 2025
Reduced 14.73%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
2,509
shares
|
$727,359
0.07% of portfolio
|
Q1 2025
Added 36.51%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,507
shares
|
$726,779
0.5% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
2,505
shares
|
$726,199
0.06% of portfolio
|
Q1 2025
Added 4.03%
|