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 |
|---|---|---|---|---|---|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
1,261
shares
|
$357,064
0.11% of portfolio
|
Q1 2025
Added 31.9%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
1,257
shares
|
$355,932
0.13% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
1,256
shares
|
$355,648
0.3% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
1,255
shares
|
$355,365
0.09% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
1,249
shares
|
$353,666
0.18% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
1,246
shares
|
$352,817
0.12% of portfolio
|
Q1 2025
Reduced 98.53%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
1,244
shares
|
$352,251
0.13% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
1,244
shares
|
$352,251
0.21% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
1,242
shares
|
$351,684
0.21% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,238
shares
|
$350,552
0.18% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
1,238
shares
|
$350,552
0.23% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
1,238
shares
|
$350,552
0.11% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
1,237
shares
|
$350,268
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
1,235
shares
|
$349,702
0.19% of portfolio
|
Q2 2025
Added 29.32%
|
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,228
shares
|
$347,720
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
1,227
shares
|
$347,437
0.1% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Apr 28, 2025 Q1 2025 |
1,222
shares
|
$346,021
0.01% of portfolio
|
Q1 2025
Reduced 49.79%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
1,221
shares
|
$345,738
0.05% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
1,221
shares
|
$345,738
0.22% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
1,221
shares
|
$345,738
0.05% of portfolio
|
Q1 2025
Added 38.91%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
1,216
shares
|
$344,322
0.13% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
1,216
shares
|
$344,322
0.14% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
1,215
shares
|
$344,039
0.09% of portfolio
|
Q4 2024
Reduced 14.38%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
1,212
shares
|
$343,189
0.27% of portfolio
|
Q1 2025
Added 34.37%
|
|
|
Flower City Capital
|
Apr 22, 2025 Q1 2025 |
1,211
shares
|
$342,906
0.19% of portfolio
|
Q3 2024
Reduced 9.02%
|