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 5,333 institutions that hold shares in the stock, with a total of 2.09 Billion shares, which have been reported (via 13F filing form) to have a value of $652 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
12,950
shares
|
$4.04 Million
0.93% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
12,947
shares
|
$4.04 Million
0.31% of portfolio
|
Q3 2024
Reduced 59.4%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
12,891
shares
|
$4.02 Million
2.09% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
12,885
shares
|
$4.02 Million
2.7% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
12,881
shares
|
$4.02 Million
1.35% of portfolio
|
Q2 2025
Added 29.02%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
12,870
shares
|
$4.01 Million
1.71% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
May 07, 2025 Q1 2025 |
12,799
shares
|
$3.99 Million
4.69% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
12,706
shares
|
$3.96 Million
1.39% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Caldwell Investment Management Ltd.
|
Aug 14, 2025 Q2 2025 |
12,700
shares
|
$3.96 Million
3.47% of portfolio
|
Q1 2025
Added 53.01%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
12,673
shares
|
$3.95 Million
0.91% of portfolio
|
Q2 2022
Reduced 11.86%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
12,673
shares
|
$3.95 Million
0.65% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
12,662
shares
|
$3.95 Million
0.18% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
12,658
shares
|
$3.95 Million
0.78% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
12,656
shares
|
$3.95 Million
1.27% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
12,654
shares
|
$3.94 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
12,640
shares
|
$3.94 Million
1.46% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
12,635
shares
|
$3.94 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
12,614
shares
|
$3.93 Million
1.16% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,609
shares
|
$3.93 Million
0.32% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
12,600
shares
|
$3.93 Million
0.82% of portfolio
|
Q2 2025
Reduced 44.84%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
12,600
shares
|
$3.93 Million
0.81% of portfolio
|
Q1 2025
Reduced 32.98%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
12,590
shares
|
$3.92 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
12,589
shares
|
$3.92 Million
0.32% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
12,588
shares
|
$3.92 Million
1.87% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
12,587
shares
|
$3.92 Million
1.71% of portfolio
|
Q2 2025
Reduced 1.99%
|