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 |
|---|---|---|---|---|---|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
1,211
shares
|
$342,906
0.21% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,205
shares
|
$341,207
0.16% of portfolio
|
Q2 2024
Added 8.07%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
1,202
shares
|
$340,358
0.17% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
1,202
shares
|
$340,358
0.09% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
1,197
shares
|
$338,942
0.16% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
May 13, 2025 Q1 2025 |
1,193
shares
|
$337,809
0.1% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Jul 11, 2025 Q2 2025 |
1,193
shares
|
$337,809
0.12% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
1,192
shares
|
$337,526
0.06% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
1,191
shares
|
$337,243
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
1,190
shares
|
$336,960
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
1,190
shares
|
$336,960
0.12% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
1,189
shares
|
$336,677
0.2% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
1,185
shares
|
$335,544
0.16% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
1,184
shares
|
$335,261
0.07% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,180
shares
|
$334,128
0.14% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
1,178
shares
|
$333,562
0.14% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
1,177
shares
|
$333,279
0.05% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,175
shares
|
$332,713
0.05% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
1,175
shares
|
$332,713
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
1,175
shares
|
$332,713
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
1,173
shares
|
$332,146
0.14% of portfolio
|
Q1 2025
Added 29.76%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Apr 23, 2025 Q1 2025 |
1,173
shares
|
$332,146
0.47% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
1,171
shares
|
$331,580
0.26% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
1,170
shares
|
$331,297
0.25% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
1,169
shares
|
$331,014
0.15% of portfolio
|
Q1 2025
Added 6.66%
|