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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
1,739
shares
|
$502,049
0.08% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
1,736
shares
|
$501,183
0.21% of portfolio
|
Q1 2025
Added 29.65%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
1,736
shares
|
$501,183
0.28% of portfolio
|
Q1 2023
New holding
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
1,736
shares
|
$501,183
0.35% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
1,734
shares
|
$500,605
0.32% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
1,733
shares
|
$500,317
0.03% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
1,732
shares
|
$500,028
0.13% of portfolio
|
Q1 2025
Added 18.71%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
1,731
shares
|
$499,739
0.16% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
1,728
shares
|
$498,873
0.17% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
1,728
shares
|
$498,873
0.08% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 30, 2025 Q1 2025 |
1,727
shares
|
$498,584
0.34% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
1,727
shares
|
$498,584
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
1,721
shares
|
$496,852
0.27% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
1,720
shares
|
$496,564
0.33% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
1,716
shares
|
$495,409
0.24% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
May 07, 2025 Q1 2025 |
1,713
shares
|
$494,543
0.6% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Defender Capital, Llc.
|
Apr 28, 2025 Q1 2025 |
1,709
shares
|
$493,388
0.18% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Nova R Wealth, Inc.
|
Apr 23, 2025 Q1 2025 |
1,705
shares
|
$492,233
0.22% of portfolio
|
Q1 2025
Added 17.1%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
1,704
shares
|
$491,944
0.14% of portfolio
|
Q1 2025
Added 13.22%
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,700
shares
|
$490,790
0.32% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
1,698
shares
|
$490,212
0.16% of portfolio
|
Q1 2025
Reduced 13.1%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
1,696
shares
|
$489,635
0.42% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
1,694
shares
|
$489,057
0.05% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
1,693
shares
|
$488,769
0.19% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
1,691
shares
|
$488,191
0.23% of portfolio
|
Q1 2025
Reduced 69.48%
|