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 |
|---|---|---|---|---|---|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
May 14, 2025 Q1 2025 |
932
shares
|
$263,905
0.15% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
931
shares
|
$263,621
0.05% of portfolio
|
Q4 2022
Added 2.53%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
931
shares
|
$263,621
0.22% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
929
shares
|
$263,055
0.17% of portfolio
|
Q2 2024
Added 8.93%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
926
shares
|
$262,206
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
926
shares
|
$262,206
0.07% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
925
shares
|
$261,923
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sander Capital Advisors Inc
Seattle, WA |
Apr 18, 2025 Q1 2025 |
925
shares
|
$261,923
0.12% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
924
shares
|
$261,639
0.08% of portfolio
|
Q1 2025
Reduced 18.45%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jun 27, 2025 Q1 2025 |
924
shares
|
$261,639
0.19% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
922
shares
|
$261,073
0.13% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
920
shares
|
$260,507
0.08% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Apr 22, 2025 Q1 2025 |
920
shares
|
$260,507
0.19% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
920
shares
|
$260,507
0.06% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
919
shares
|
$260,224
0.11% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
919
shares
|
$260,224
0.23% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
918
shares
|
$259,940
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
918
shares
|
$259,940
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
917
shares
|
$259,657
0.17% of portfolio
|
Q2 2024
Reduced 27.45%
|
|
|
Diametric Capital, LP
Boston, MA |
May 14, 2025 Q1 2025 |
917
shares
|
$259,657
0.36% of portfolio
|
Q1 2025
Reduced 72.25%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
914
shares
|
$258,808
0.08% of portfolio
|
Q1 2025
Reduced 20.8%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
912
shares
|
$258,241
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
David Kennon Inc
Sarasota, FL |
Apr 22, 2025 Q1 2025 |
911
shares
|
$257,958
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hoya Capital Real Estate, LLC
|
May 02, 2025 Q1 2025 |
910
shares
|
$257,675
4.36% of portfolio
|
Q4 2024
New holding
|
|
|
Attessa Capital LLC
Tucson, AZ |
Apr 14, 2025 Q1 2025 |
910
shares
|
$257,675
0.15% of portfolio
|
Q4 2024
New holding
|