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 |
|---|---|---|---|---|---|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
1,115
shares
|
$315,723
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
1,114
shares
|
$315,440
0.14% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Prairiewood Capital, LLC
|
Apr 25, 2025 Q1 2025 |
1,113
shares
|
$315,157
0.11% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,112
shares
|
$314,873
0.18% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
1,112
shares
|
$314,873
0.21% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
1,110
shares
|
$314,307
0.09% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
1,110
shares
|
$314,307
0.14% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
1,110
shares
|
$314,307
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
1,110
shares
|
$314,307
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
1,109
shares
|
$314,024
0.14% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
1,108
shares
|
$313,741
1.44% of portfolio
|
Q1 2025
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
1,106
shares
|
$313,174
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
1,104
shares
|
$312,608
0.05% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,101
shares
|
$311,759
0.12% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
1,100
shares
|
$311,476
0.06% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
1,100
shares
|
$311,476
0.05% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
May 15, 2025 Q1 2025 |
1,100
shares
|
$311,476
0.11% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,100
shares
|
$311,476
0.06% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
1,094
shares
|
$309,777
0.1% of portfolio
|
Q2 2025
Reduced 15.19%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
1,093
shares
|
$309,493
0.05% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
1,093
shares
|
$309,493
0.07% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,091
shares
|
$308,927
0.03% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Stack Financial Management, Inc
|
May 02, 2025 Q1 2025 |
1,091
shares
|
$308,927
0.02% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
1,091
shares
|
$308,927
0.15% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
1,089
shares
|
$308,361
0.1% of portfolio
|
Q2 2025
Added 13.44%
|