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 |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
242
shares
|
$68,524
0.05% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
235
shares
|
$66,542
0.02% of portfolio
|
Q1 2025
Reduced 73.83%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
234
shares
|
$66,259
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
228
shares
|
$64,560
0.0% of portfolio
|
Q1 2025
Reduced 96.9%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
225
shares
|
$63,711
0.02% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
222
shares
|
$62,861
0.12% of portfolio
|
Q1 2023
Reduced 99.68%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
222
shares
|
$62,861
0.02% of portfolio
|
Q4 2024
Added 41.4%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
218
shares
|
$61,728
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Tanaka Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
217
shares
|
$61,445
0.13% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
217
shares
|
$61,445
0.02% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
215
shares
|
$60,879
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
203
shares
|
$57,481
0.03% of portfolio
|
Q1 2025
Reduced 99.59%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
201
shares
|
$56,915
0.02% of portfolio
|
Q4 2024
Added 34.0%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
200
shares
|
$56,632
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
200
shares
|
$56,632
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
189
shares
|
$53,517
0.04% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
186
shares
|
$52,667
0.01% of portfolio
|
Q3 2022
Reduced 11.85%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
185
shares
|
$52,384
0.04% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
184
shares
|
$52,101
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
181
shares
|
$51,251
0.02% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
180
shares
|
$50,968
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
178
shares
|
$50,402
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
162
shares
|
$45,871
0.01% of portfolio
|
Q1 2025
Added 20.9%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
157
shares
|
$44,456
0.01% of portfolio
|
Q1 2024
Added 227.08%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
156
shares
|
$44,172
0.02% of portfolio
|
Q2 2025
Added 212.0%
|