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 |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
1,168
shares
|
$330,730
0.19% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
1,167
shares
|
$330,447
0.14% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
1,165
shares
|
$329,881
0.07% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Apr 30, 2025 Q1 2025 |
1,164
shares
|
$329,598
0.15% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
1,163
shares
|
$329,315
0.18% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
1,163
shares
|
$329,315
0.26% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
1,160
shares
|
$328,465
0.25% of portfolio
|
Q4 2024
Added 139.18%
|
|
|
Sageworth Trust CO Of South Dakota
|
Apr 28, 2025 Q1 2025 |
1,160
shares
|
$328,465
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
1,154
shares
|
$326,766
0.18% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
1,151
shares
|
$325,917
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 05, 2025 Q1 2025 |
1,150
shares
|
$325,634
0.17% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
Fidato Wealth LLC
|
May 13, 2025 Q1 2025 |
1,149
shares
|
$325,350
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,147
shares
|
$324,784
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
1,146
shares
|
$324,501
0.34% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
1,146
shares
|
$324,501
0.06% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
1,140
shares
|
$322,802
0.06% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
1,136
shares
|
$321,669
0.05% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Caerus Investment Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,133
shares
|
$320,820
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,133
shares
|
$320,820
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
1,130
shares
|
$319,970
0.17% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
1,129
shares
|
$319,687
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,126
shares
|
$318,838
0.01% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
May 14, 2025 Q1 2025 |
1,121
shares
|
$317,422
0.58% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
1,117
shares
|
$316,289
0.15% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
1,115
shares
|
$315,723
0.04% of portfolio
|
Q3 2024
Reduced 1.93%
|