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 |
|---|---|---|---|---|---|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
1,868
shares
|
$539,291
0.22% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
1,865
shares
|
$538,425
0.22% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,863
shares
|
$537,848
0.21% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
1,861
shares
|
$537,270
0.16% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
1,861
shares
|
$537,270
0.22% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
1,859
shares
|
$536,693
0.29% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
1,858
shares
|
$536,404
0.22% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
1,856
shares
|
$535,827
0.07% of portfolio
|
Q1 2025
Added 41.46%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
1,850
shares
|
$534,095
0.2% of portfolio
|
Q2 2024
Reduced 21.81%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
1,849
shares
|
$533,806
0.41% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
May 15, 2025 Q1 2025 |
1,846
shares
|
$532,940
1.41% of portfolio
|
Q1 2025
Reduced 36.19%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,846
shares
|
$532,940
0.26% of portfolio
|
Q3 2024
Reduced 37.04%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
1,844
shares
|
$532,362
0.44% of portfolio
|
Q1 2025
Added 111.23%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,843
shares
|
$532,074
0.36% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,839
shares
|
$530,919
0.27% of portfolio
|
Q1 2025
Added 20.43%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
1,833
shares
|
$529,187
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Schiavi & CO LLC
Wilmington, DE |
May 08, 2025 Q1 2025 |
1,833
shares
|
$529,187
0.19% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Apr 30, 2025 Q1 2025 |
1,824
shares
|
$526,588
0.64% of portfolio
|
Q1 2025
Reduced 28.05%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
1,824
shares
|
$526,588
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
1,822
shares
|
$526,011
0.68% of portfolio
|
Q1 2025
Reduced 19.27%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
1,816
shares
|
$524,279
0.11% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
1,815
shares
|
$523,990
0.4% of portfolio
|
Q1 2025
Reduced 58.86%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
1,807
shares
|
$521,680
0.15% of portfolio
|
Q1 2025
Added 44.91%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
1,800
shares
|
$519,660
0.14% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
1,798
shares
|
$519,082
0.24% of portfolio
|
Q2 2025
Added 111.78%
|