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 |
|---|---|---|---|---|---|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
12,570
shares
|
$3.92 Million
0.76% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
12,529
shares
|
$3.91 Million
1.35% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
12,519
shares
|
$3.9 Million
1.68% of portfolio
|
Q2 2025
Reduced 28.93%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
12,516
shares
|
$3.9 Million
1.79% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
12,500
shares
|
$3.9 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Hudson Canyon Capital Management
New York, NY |
Aug 11, 2025 Q2 2025 |
12,484
shares
|
$3.89 Million
2.25% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
12,448
shares
|
$3.88 Million
1.1% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
12,441
shares
|
$3.88 Million
0.33% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
12,428
shares
|
$3.87 Million
1.73% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
12,418
shares
|
$3.87 Million
1.34% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
12,417
shares
|
$3.87 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
12,401
shares
|
$3.87 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
12,396
shares
|
$3.86 Million
2.94% of portfolio
|
Q2 2025
Reduced 33.11%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
12,387
shares
|
$3.86 Million
2.41% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
12,366
shares
|
$3.86 Million
1.28% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
12,338
shares
|
$3.85 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
12,245
shares
|
$3.82 Million
2.95% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
12,243
shares
|
$3.82 Million
0.73% of portfolio
|
Q2 2025
Reduced 67.65%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Jul 28, 2025 Q2 2025 |
12,243
shares
|
$3.82 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
12,239
shares
|
$3.82 Million
1.59% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
12,231
shares
|
$3.81 Million
3.32% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
12,212
shares
|
$3.81 Million
0.09% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
12,210
shares
|
$3.81 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Aug 07, 2025 Q2 2025 |
12,204
shares
|
$3.8 Million
2.49% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jul 24, 2025 Q2 2025 |
12,184
shares
|
$3.8 Million
0.75% of portfolio
|
Q2 2025
Added 4.32%
|