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 |
|---|---|---|---|---|---|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
386
shares
|
$109,299
0.06% of portfolio
|
Q1 2025
Added 125.73%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
384
shares
|
$108,733
0.08% of portfolio
|
Q1 2025
Added 83.73%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
349
shares
|
$98,822
0.08% of portfolio
|
Q1 2025
Added 17.51%
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
346
shares
|
$97,973
0.05% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
343
shares
|
$97,123
0.04% of portfolio
|
Q1 2025
Added 163.85%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
334
shares
|
$94,575
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
327
shares
|
$92,593
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
319
shares
|
$90,328
0.0% of portfolio
|
Q1 2025
Added 29.15%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
317
shares
|
$89,761
0.06% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
316
shares
|
$89,478
0.0% of portfolio
|
Q1 2025
Added 393.75%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
313
shares
|
$88,629
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
311
shares
|
$88,062
0.04% of portfolio
|
Q4 2024
Reduced 87.06%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
300
shares
|
$84,948
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
298
shares
|
$84,381
0.03% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
290
shares
|
$82,116
0.04% of portfolio
|
Q2 2022
Reduced 47.75%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
289
shares
|
$81,833
0.02% of portfolio
|
Q1 2025
Added 970.37%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
May 12, 2025 Q1 2025 |
280
shares
|
$79,284
0.0% of portfolio
|
Q4 2024
Reduced 79.41%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
278
shares
|
$78,718
0.07% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
277
shares
|
$78,435
0.04% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
265
shares
|
$75,037
0.02% of portfolio
|
Q2 2024
Added 430.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
265
shares
|
$75,037
0.01% of portfolio
|
Q4 2024
Added 8733.33%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
260
shares
|
$73,621
0.05% of portfolio
|
Q3 2022
Added 0.78%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
256
shares
|
$72,488
0.04% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
252
shares
|
$71,356
0.01% of portfolio
|
Q1 2025
Reduced 58.35%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
242
shares
|
$68,524
0.04% of portfolio
|
Q4 2024
Added 14.15%
|