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 |
|---|---|---|---|---|---|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
1,007
shares
|
$285,142
0.09% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Swp Financial LLC
San Diego, CA |
May 02, 2025 Q1 2025 |
1,007
shares
|
$285,142
0.15% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
1,005
shares
|
$284,575
0.04% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
1,005
shares
|
$284,575
0.14% of portfolio
|
Q1 2025
Reduced 13.66%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
1,003
shares
|
$284,009
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
1,001
shares
|
$283,443
0.13% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Brandywine Trust CO
Hockessin, DE |
May 14, 2025 Q1 2025 |
1,000
shares
|
$283,160
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
1,000
shares
|
$283,160
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$283,160
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$283,160
0.03% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Unconventional Investor, LLC
|
May 14, 2025 Q1 2025 |
996
shares
|
$282,027
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
996
shares
|
$282,027
0.24% of portfolio
|
Q1 2025
Added 14.88%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
996
shares
|
$282,027
0.45% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
992
shares
|
$280,894
0.12% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Apr 18, 2025 Q1 2025 |
991
shares
|
$280,611
0.17% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
988
shares
|
$279,762
0.18% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
May 12, 2025 Q1 2025 |
986
shares
|
$279,195
0.15% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
986
shares
|
$279,195
0.15% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Front Street Capital Management, Inc.
|
May 16, 2025 Q1 2025 |
985
shares
|
$278,912
0.05% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Apr 03, 2025 Q1 2025 |
984
shares
|
$278,629
0.01% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
983
shares
|
$278,346
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
981
shares
|
$277,779
0.13% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
976
shares
|
$276,364
0.04% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
975
shares
|
$276,081
0.2% of portfolio
|
Q1 2025
Reduced 28.47%
|
|
|
Fusion Family Wealth LLC
|
Apr 28, 2025 Q1 2025 |
972
shares
|
$275,231
0.02% of portfolio
|
Q1 2025
Added 0.1%
|