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 |
|---|---|---|---|---|---|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
1,414
shares
|
$408,221
0.14% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Apr 30, 2025 Q1 2025 |
1,414
shares
|
$408,221
0.23% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
1,410
shares
|
$407,067
0.13% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,407
shares
|
$406,200
0.14% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
1,407
shares
|
$406,200
0.1% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
1,403
shares
|
$405,046
0.25% of portfolio
|
Q4 2024
Reduced 27.68%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
1,400
shares
|
$404,180
4.71% of portfolio
|
Q2 2023
Reduced 88.66%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,400
shares
|
$404,180
0.25% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,398
shares
|
$403,602
0.25% of portfolio
|
Q1 2024
Added 5.11%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
1,398
shares
|
$403,602
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,398
shares
|
$403,602
0.33% of portfolio
|
Q2 2024
Added 13.29%
|
|
|
Chelsea Counsel CO
|
May 21, 2025 Q1 2025 |
1,392
shares
|
$401,870
0.19% of portfolio
|
Q3 2024
Reduced 33.46%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
1,390
shares
|
$401,293
0.08% of portfolio
|
Q2 2025
Reduced 46.1%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
1,390
shares
|
$401,293
0.2% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
1,388
shares
|
$400,715
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
1,385
shares
|
$399,849
0.29% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
1,385
shares
|
$399,849
0.22% of portfolio
|
Q4 2024
Reduced 11.5%
|
|
|
Sicart Associates LLC
|
Apr 24, 2025 Q1 2025 |
1,385
shares
|
$399,849
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
1,382
shares
|
$398,983
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
1,380
shares
|
$398,406
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
1,380
shares
|
$398,406
0.34% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
1,379
shares
|
$398,117
0.24% of portfolio
|
Q1 2025
Added 23.13%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
1,376
shares
|
$397,251
0.44% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
1,375
shares
|
$396,962
0.22% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
1,375
shares
|
$396,962
0.21% of portfolio
|
Q1 2025
Added 0.73%
|