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 |
|---|---|---|---|---|---|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
1,680
shares
|
$485,016
0.22% of portfolio
|
Q4 2024
Reduced 37.31%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,674
shares
|
$483,283
0.14% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Lipe & Dalton
|
May 05, 2025 Q1 2025 |
1,665
shares
|
$480,685
0.23% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
May 06, 2025 Q1 2025 |
1,659
shares
|
$478,953
0.14% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
1,658
shares
|
$478,664
0.13% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
1,658
shares
|
$478,664
0.13% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,655
shares
|
$477,798
0.1% of portfolio
|
Q1 2025
Added 54.96%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
1,655
shares
|
$477,798
0.36% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,648
shares
|
$475,777
0.21% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
1,647
shares
|
$475,488
0.07% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
1,644
shares
|
$474,622
0.18% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
1,638
shares
|
$472,890
0.3% of portfolio
|
Q1 2025
Added 22.42%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
1,637
shares
|
$472,601
0.09% of portfolio
|
Q2 2024
Reduced 23.72%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
1,636
shares
|
$472,313
0.35% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,634
shares
|
$471,735
0.03% of portfolio
|
Q1 2025
Added 30.93%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
1,633
shares
|
$471,447
0.35% of portfolio
|
Q1 2025
Added 57.17%
|
|
|
Pinnacle Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
1,629
shares
|
$470,292
0.69% of portfolio
|
Q1 2025
Reduced 83.69%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,627
shares
|
$469,714
2.83% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
1,626
shares
|
$469,426
0.33% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
1,625
shares
|
$469,137
0.06% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,625
shares
|
$469,137
0.17% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
1,625
shares
|
$469,137
0.25% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
1,616
shares
|
$466,539
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
1,611
shares
|
$465,095
0.14% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,607
shares
|
$463,940
0.36% of portfolio
|
Q1 2025
Reduced 11.07%
|