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 |
|---|---|---|---|---|---|
|
Capital Counsel LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,109
shares
|
$611,399
0.02% of portfolio
|
Q1 2025
Added 35.19%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
2,108
shares
|
$611,109
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,108
shares
|
$611,109
0.32% of portfolio
|
Q3 2023
Reduced 13.07%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
2,107
shares
|
$610,819
0.35% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
2,106
shares
|
$610,529
0.01% of portfolio
|
Q1 2025
Added 45.14%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
2,106
shares
|
$610,529
0.41% of portfolio
|
Q1 2025
Added 12.44%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,100
shares
|
$608,790
0.12% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
2,098
shares
|
$608,210
0.15% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
2,095
shares
|
$607,340
0.09% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
2,094
shares
|
$607,050
0.22% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
2,092
shares
|
$606,470
0.09% of portfolio
|
Q3 2023
Reduced 5.98%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
2,087
shares
|
$605,021
0.28% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
2,084
shares
|
$604,151
0.25% of portfolio
|
Q2 2024
Reduced 18.05%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
2,082
shares
|
$603,571
0.31% of portfolio
|
Q2 2025
Added 9.87%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
2,080
shares
|
$602,992
0.23% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
2,080
shares
|
$602,992
0.36% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
2,069
shares
|
$599,803
0.38% of portfolio
|
Q2 2024
Reduced 8.81%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
2,069
shares
|
$599,803
0.16% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
2,068
shares
|
$599,513
0.26% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,063
shares
|
$598,063
0.48% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
2,062
shares
|
$597,773
0.02% of portfolio
|
Q2 2024
Reduced 30.92%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
May 13, 2025 Q1 2025 |
2,062
shares
|
$597,773
0.21% of portfolio
|
Q3 2024
Added 42.9%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
2,061
shares
|
$597,483
0.31% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
2,058
shares
|
$596,614
0.36% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
2,058
shares
|
$596,614
0.47% of portfolio
|
Q2 2025
Reduced 26.76%
|