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 |
|---|---|---|---|---|---|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
1,060
shares
|
$300,149
0.09% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
1,057
shares
|
$299,300
0.2% of portfolio
|
Q1 2025
Reduced 43.35%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Apr 23, 2025 Q1 2025 |
1,055
shares
|
$298,733
0.18% of portfolio
|
Q1 2025
Reduced 70.47%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
May 15, 2025 Q1 2025 |
1,053
shares
|
$298,167
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Zevin Asset Management LLC
|
May 06, 2025 Q1 2025 |
1,050
shares
|
$297,318
0.04% of portfolio
|
Q1 2025
Reduced 30.56%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
1,042
shares
|
$295,052
0.13% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
1,042
shares
|
$295,052
0.05% of portfolio
|
Q4 2024
Reduced 32.43%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
1,040
shares
|
$294,486
0.21% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
1,040
shares
|
$294,486
0.24% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,037
shares
|
$293,636
0.06% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
1,031
shares
|
$291,937
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
1,026
shares
|
$290,522
0.04% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
1,026
shares
|
$290,522
0.02% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Apr 23, 2025 Q1 2025 |
1,026
shares
|
$290,522
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
1,025
shares
|
$290,239
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
1,019
shares
|
$288,540
0.06% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Apr 22, 2025 Q1 2025 |
1,017
shares
|
$287,973
0.19% of portfolio
|
Q1 2025
Added 20.78%
|
|
|
Dash Acquisitions Inc.
|
May 14, 2025 Q1 2025 |
1,015
shares
|
$287,407
0.06% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
1,015
shares
|
$287,407
0.19% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
1,015
shares
|
$287,407
0.32% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,012
shares
|
$286,557
0.39% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
1,011
shares
|
$286,274
0.15% of portfolio
|
Q1 2025
Added 13.09%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
1,010
shares
|
$285,991
0.24% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
1,010
shares
|
$285,991
0.08% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
1,010
shares
|
$285,991
0.18% of portfolio
|
Q1 2025
Added 24.69%
|