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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
1,542
shares
|
$445,175
0.06% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Apr 28, 2025 Q1 2025 |
1,541
shares
|
$444,886
0.3% of portfolio
|
Q4 2024
Added 35.53%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
1,540
shares
|
$444,598
0.22% of portfolio
|
Q1 2025
Reduced 25.21%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
1,539
shares
|
$444,309
0.44% of portfolio
|
Q1 2025
Reduced 75.53%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Apr 29, 2025 Q1 2025 |
1,537
shares
|
$443,731
0.12% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
1,535
shares
|
$443,154
0.2% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,533
shares
|
$442,577
0.13% of portfolio
|
Q2 2022
Added 84.03%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
1,528
shares
|
$441,133
0.03% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,525
shares
|
$440,267
0.27% of portfolio
|
Q4 2024
Reduced 79.83%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
1,520
shares
|
$438,824
0.2% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Baskin Financial Services Inc.
|
Apr 28, 2025 Q1 2025 |
1,518
shares
|
$438,246
0.03% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
1,518
shares
|
$438,246
0.14% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
1,516
shares
|
$437,669
0.11% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
1,512
shares
|
$436,514
0.14% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
1,511
shares
|
$436,225
0.02% of portfolio
|
Q1 2025
Reduced 47.52%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
1,511
shares
|
$436,225
0.01% of portfolio
|
Q1 2025
Reduced 17.39%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
1,507
shares
|
$435,070
0.13% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
1,507
shares
|
$435,070
0.31% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
1,504
shares
|
$434,204
0.42% of portfolio
|
Q2 2023
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
1,503
shares
|
$433,916
0.08% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
1,503
shares
|
$433,916
0.1% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Hendley & CO Inc
|
Apr 29, 2025 Q1 2025 |
1,500
shares
|
$433,050
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Highlander Partners, L.P.
|
May 05, 2025 Q1 2025 |
1,500
shares
|
$433,050
0.22% of portfolio
|
Q1 2024
New holding
|