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 |
|---|---|---|---|---|---|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
1,594
shares
|
$460,187
0.23% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
1,593
shares
|
$459,899
0.02% of portfolio
|
Q1 2025
Added 41.22%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Apr 25, 2025 Q1 2025 |
1,593
shares
|
$459,899
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Edmp, Inc.
|
Apr 23, 2025 Q1 2025 |
1,589
shares
|
$458,744
0.33% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
1,589
shares
|
$458,744
0.1% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
1,587
shares
|
$458,166
0.25% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
1,582
shares
|
$456,723
0.12% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,580
shares
|
$456,146
0.16% of portfolio
|
Q1 2025
Added 47.11%
|
|
|
Elite Life Management LLC
Erie, PA |
Apr 24, 2025 Q1 2025 |
1,576
shares
|
$454,991
1.21% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
1,574
shares
|
$454,413
0.39% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
1,572
shares
|
$453,836
0.11% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
1,571
shares
|
$453,547
0.02% of portfolio
|
Q2 2025
Reduced 13.25%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
1,568
shares
|
$452,681
0.12% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
1,565
shares
|
$451,815
0.43% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
1,565
shares
|
$451,815
0.16% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
1,561
shares
|
$450,660
0.12% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
1,561
shares
|
$450,660
0.09% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
1,560
shares
|
$450,372
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Freedom Day Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
1,556
shares
|
$449,217
0.12% of portfolio
|
Q1 2025
Reduced 24.69%
|
|
|
Bourne Lent Asset Management Inc
|
Jul 08, 2025 Q2 2025 |
1,550
shares
|
$447,485
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
1,547
shares
|
$446,618
0.0% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,547
shares
|
$446,618
0.22% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
1,547
shares
|
$446,618
0.19% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
1,547
shares
|
$446,618
0.18% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,545
shares
|
$446,041
0.0% of portfolio
|
Q1 2025
Reduced 15.62%
|