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 5,210 institutions that hold shares in the stock, with a total of 2.06 Billion shares, which have been reported (via 13F filing form) to have a value of $584 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
1,372
shares
|
$388,495
0.12% of portfolio
|
Q1 2025
Added 20.56%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
1,370
shares
|
$387,929
0.12% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
1,370
shares
|
$387,929
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Cumberland Advisors Inc
|
May 09, 2025 Q1 2025 |
1,367
shares
|
$387,079
0.15% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
1,367
shares
|
$387,079
0.17% of portfolio
|
Q1 2025
Added 27.52%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,366
shares
|
$386,796
0.18% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
1,366
shares
|
$386,796
0.02% of portfolio
|
Q1 2025
Reduced 50.93%
|
|
|
Oak Ridge Investments LLC
|
May 13, 2025 Q1 2025 |
1,365
shares
|
$386,513
0.03% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,364
shares
|
$386,230
0.1% of portfolio
|
Q2 2022
Added 44.64%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,363
shares
|
$385,947
0.06% of portfolio
|
Q3 2023
Reduced 0.22%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,363
shares
|
$385,947
0.3% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
1,362
shares
|
$385,663
0.34% of portfolio
|
Q1 2025
Added 13.88%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
1,360
shares
|
$385,097
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
1,358
shares
|
$384,531
0.14% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
1,358
shares
|
$384,531
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
1,358
shares
|
$384,531
0.15% of portfolio
|
Q1 2025
Reduced 13.56%
|
|
|
Black Point Wealth Management
Naples, FL |
Apr 14, 2025 Q1 2025 |
1,356
shares
|
$383,964
1.92% of portfolio
|
Q1 2025
Reduced 35.43%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
1,355
shares
|
$383,681
0.14% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
Jul 09, 2025 Q2 2025 |
1,354
shares
|
$383,398
0.27% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
1,353
shares
|
$383,115
0.03% of portfolio
|
Q1 2025
Added 22.89%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
1,352
shares
|
$382,832
0.27% of portfolio
|
Q1 2025
Reduced 15.76%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Apr 16, 2025 Q1 2025 |
1,351
shares
|
$382,549
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
1,351
shares
|
$382,549
0.16% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
1,350
shares
|
$382,266
0.03% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
1,345
shares
|
$380,850
0.15% of portfolio
|
Q4 2024
New holding
|