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 |
|---|---|---|---|---|---|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
2,433
shares
|
$705,326
0.06% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
2,433
shares
|
$705,326
0.29% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
2,425
shares
|
$703,007
0.09% of portfolio
|
Q2 2025
Added 28.92%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
2,424
shares
|
$702,717
0.07% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Rockbridge Capital Management LLC
Alexandria, VA |
May 14, 2025 Q1 2025 |
2,424
shares
|
$702,717
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,422
shares
|
$702,137
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
2,418
shares
|
$700,978
0.29% of portfolio
|
Q1 2025
Added 17.04%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
2,417
shares
|
$700,688
0.08% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
2,416
shares
|
$700,398
0.51% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Karani Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,416
shares
|
$700,398
0.63% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,411
shares
|
$698,948
0.05% of portfolio
|
Q2 2024
Added 69.43%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
2,407
shares
|
$697,789
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,405
shares
|
$697,209
0.03% of portfolio
|
Q4 2024
Reduced 53.16%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
2,402
shares
|
$696,339
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
2,399
shares
|
$695,470
0.47% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
2,396
shares
|
$694,600
0.53% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Shikiar Asset Management Inc
|
Apr 17, 2025 Q1 2025 |
2,391
shares
|
$693,150
0.18% of portfolio
|
Q1 2025
Reduced 23.88%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
May 14, 2025 Q1 2025 |
2,387
shares
|
$691,991
0.39% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
2,379
shares
|
$689,672
0.2% of portfolio
|
Q4 2022
Added 0.46%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
2,373
shares
|
$687,932
0.24% of portfolio
|
Q1 2024
Added 29.32%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
2,369
shares
|
$686,773
0.2% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
2,366
shares
|
$685,903
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
2,363
shares
|
$685,033
0.28% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
2,360
shares
|
$684,164
0.2% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,359
shares
|
$683,874
0.5% of portfolio
|
Q1 2025
Reduced 64.7%
|