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 |
|---|---|---|---|---|---|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
2,213
shares
|
$641,548
0.22% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
May 08, 2025 Q1 2025 |
2,209
shares
|
$640,389
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
2,207
shares
|
$639,809
0.64% of portfolio
|
Q1 2024
Added 7.76%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,205
shares
|
$639,229
0.33% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
2,204
shares
|
$638,939
0.17% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
2,203
shares
|
$638,649
0.05% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,202
shares
|
$638,359
0.07% of portfolio
|
Q3 2023
Reduced 3.8%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
2,201
shares
|
$638,069
0.05% of portfolio
|
Q4 2024
Added 16.52%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
2,200
shares
|
$637,780
0.06% of portfolio
|
Q1 2025
Added 15.24%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
2,200
shares
|
$637,780
0.25% of portfolio
|
Q2 2025
Added 120.0%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
May 15, 2025 Q1 2025 |
2,200
shares
|
$637,780
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
2,196
shares
|
$636,620
0.27% of portfolio
|
Q1 2025
Added 24.99%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
2,193
shares
|
$635,750
0.1% of portfolio
|
Q1 2025
Reduced 33.08%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
2,192
shares
|
$635,460
0.04% of portfolio
|
Q1 2025
Reduced 66.08%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
2,192
shares
|
$635,460
0.33% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
2,188
shares
|
$634,301
0.17% of portfolio
|
Q1 2025
Reduced 18.05%
|
|
|
Keating Investment Counselors Inc
|
May 12, 2025 Q1 2025 |
2,185
shares
|
$633,431
0.23% of portfolio
|
Q1 2025
Reduced 37.57%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
2,185
shares
|
$633,431
0.64% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,185
shares
|
$633,431
0.25% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
2,184
shares
|
$633,141
0.34% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
2,182
shares
|
$632,561
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
2,182
shares
|
$632,561
0.18% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
2,181
shares
|
$632,271
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,179
shares
|
$631,692
0.38% of portfolio
|
Q2 2024
Added 5.62%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
2,176
shares
|
$630,822
0.19% of portfolio
|
Q1 2025
Added 6.35%
|