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 |
|---|---|---|---|---|---|
|
Standard Family Office LLC
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
576
shares
|
$163,100
0.19% of portfolio
|
Q1 2025
Reduced 43.03%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
570
shares
|
$161,401
0.13% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
569
shares
|
$161,118
0.05% of portfolio
|
Q1 2023
Added 23.97%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
566
shares
|
$160,268
0.03% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
547
shares
|
$154,888
0.06% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
530
shares
|
$150,074
0.1% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
520
shares
|
$147,243
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
504
shares
|
$142,712
0.05% of portfolio
|
Q1 2025
Reduced 23.52%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
501
shares
|
$141,863
0.12% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
496
shares
|
$140,447
0.02% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
474
shares
|
$134,217
0.1% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
469
shares
|
$132,802
0.05% of portfolio
|
Q1 2025
Reduced 48.63%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
459
shares
|
$129,970
0.05% of portfolio
|
Q4 2024
Reduced 20.73%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
453
shares
|
$128,271
0.05% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
452
shares
|
$127,988
0.04% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
440
shares
|
$124,590
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
439
shares
|
$124,307
0.04% of portfolio
|
Q3 2023
Added 90.87%
|
|
|
Miller Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
430
shares
|
$121,758
0.06% of portfolio
|
Q1 2024
Reduced 3.37%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
427
shares
|
$120,909
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
426
shares
|
$120,626
0.08% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
411
shares
|
$116,378
0.05% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
403
shares
|
$114,113
0.02% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
400
shares
|
$113,264
0.02% of portfolio
|
Q4 2022
Reduced 67.29%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
395
shares
|
$111,848
0.07% of portfolio
|
Q1 2025
Reduced 21.78%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
392
shares
|
$110,998
0.04% of portfolio
|
Q1 2025
Added 51.35%
|