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 |
|---|---|---|---|---|---|
|
Sfm, LLC
Manchester, NH |
Apr 17, 2025 Q1 2025 |
972
shares
|
$275,231
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
970
shares
|
$274,665
0.15% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
967
shares
|
$273,815
0.03% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
965
shares
|
$273,249
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
962
shares
|
$272,399
0.18% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
960
shares
|
$271,833
0.14% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
959
shares
|
$271,550
0.19% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
959
shares
|
$271,550
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
958
shares
|
$271,267
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Chase Investment Counsel Corp
|
May 12, 2025 Q1 2025 |
957
shares
|
$270,984
0.09% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Carroll Investors, Inc
|
May 13, 2025 Q1 2025 |
956
shares
|
$270,700
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
955
shares
|
$270,417
0.12% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
954
shares
|
$270,134
0.21% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Check Capital Management Inc
|
May 01, 2025 Q1 2025 |
952
shares
|
$269,568
0.01% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
952
shares
|
$269,568
0.2% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
950
shares
|
$269,002
0.07% of portfolio
|
Q3 2023
Reduced 0.84%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
950
shares
|
$269,002
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
950
shares
|
$269,002
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
949
shares
|
$268,718
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
943
shares
|
$267,019
0.21% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
940
shares
|
$266,170
0.13% of portfolio
|
Q1 2025
Reduced 45.98%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
938
shares
|
$265,604
0.15% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
936
shares
|
$265,037
0.12% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
936
shares
|
$265,037
0.15% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
933
shares
|
$264,188
0.02% of portfolio
|
Q1 2025
New holding
|