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 |
|---|---|---|---|---|---|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
1,088
shares
|
$308,078
0.2% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
1,086
shares
|
$307,511
0.12% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
1,086
shares
|
$307,511
0.27% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
1,085
shares
|
$307,228
0.06% of portfolio
|
Q1 2025
Added 24.71%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
1,084
shares
|
$306,945
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
1,084
shares
|
$306,945
0.17% of portfolio
|
Q1 2025
Reduced 15.9%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,083
shares
|
$306,662
0.06% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
1,080
shares
|
$305,812
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
1,079
shares
|
$305,529
0.07% of portfolio
|
Q1 2025
Reduced 52.82%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
1,078
shares
|
$305,246
0.12% of portfolio
|
Q2 2024
Added 2.6%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,077
shares
|
$304,963
0.07% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
1,075
shares
|
$304,397
0.05% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
1,075
shares
|
$304,397
0.15% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Apr 22, 2025 Q1 2025 |
1,073
shares
|
$303,830
0.21% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
1,073
shares
|
$303,830
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
1,070
shares
|
$302,981
0.09% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
1,068
shares
|
$302,414
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Reliant Investment Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,068
shares
|
$302,414
0.14% of portfolio
|
Q1 2025
Added 17.23%
|
|
|
Aaf Wealth Management, LLC
|
May 16, 2025 Q1 2025 |
1,068
shares
|
$302,414
0.14% of portfolio
|
Q4 2024
Added 11.62%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
1,065
shares
|
$301,565
0.1% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
May 06, 2025 Q1 2025 |
1,065
shares
|
$301,565
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,064
shares
|
$301,282
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,063
shares
|
$300,999
0.26% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
1,062
shares
|
$300,715
0.24% of portfolio
|
Q4 2024
Reduced 99.58%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
1,060
shares
|
$300,149
0.26% of portfolio
|
Q2 2025
Added 24.41%
|