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 5,215 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 $588 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Krane Funds Advisors LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,913
shares
|
$552,283
0.01% of portfolio
|
Q1 2025
Added 28.48%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,902
shares
|
$549,107
0.2% of portfolio
|
Q3 2023
Reduced 17.12%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
1,899
shares
|
$548,241
0.29% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
1,899
shares
|
$548,241
0.19% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,898
shares
|
$547,952
0.24% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
1,895
shares
|
$547,086
0.42% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,893
shares
|
$546,509
0.72% of portfolio
|
Q2 2022
Reduced 20.13%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,888
shares
|
$545,065
0.15% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
1,887
shares
|
$544,776
0.08% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
1,887
shares
|
$544,776
0.17% of portfolio
|
Q4 2024
Added 70.15%
|
|
|
Echo45 Advisors LLC
|
Apr 15, 2025 Q1 2025 |
1,886
shares
|
$544,488
0.33% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,885
shares
|
$544,199
0.09% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
1,882
shares
|
$543,333
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
1,881
shares
|
$543,044
0.06% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
1,881
shares
|
$543,044
0.3% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
May 13, 2025 Q1 2025 |
1,880
shares
|
$542,756
0.11% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Riverstone Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,879
shares
|
$542,467
0.28% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
1,877
shares
|
$541,889
0.2% of portfolio
|
Q1 2024
Added 0.48%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
1,877
shares
|
$541,889
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,874
shares
|
$541,023
0.22% of portfolio
|
Q2 2022
Added 401.07%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
1,873
shares
|
$540,735
0.25% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
May 19, 2025 Q1 2025 |
1,872
shares
|
$540,446
6.01% of portfolio
|
Q1 2025
Reduced 91.02%
|
|
|
Axim Planning & Wealth
Dayton, OH |
May 13, 2025 Q1 2025 |
1,872
shares
|
$540,446
0.41% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
1,869
shares
|
$539,580
0.1% of portfolio
|
Q4 2023
Reduced 2.04%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
1,869
shares
|
$539,580
0.08% of portfolio
|
Q1 2025
Reduced 1.32%
|