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 |
|---|---|---|---|---|---|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
12,163
shares
|
$3.79 Million
1.4% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Axecap Investments, LLC
Mason, OH |
Jul 30, 2025 Q2 2025 |
12,160
shares
|
$3.79 Million
2.3% of portfolio
|
Q2 2025
Added 23.99%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
12,158
shares
|
$3.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
12,156
shares
|
$3.79 Million
0.4% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
12,155
shares
|
$3.79 Million
1.34% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
12,137
shares
|
$3.78 Million
0.66% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Aug 13, 2025 Q2 2025 |
12,134
shares
|
$3.78 Million
3.48% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
12,116
shares
|
$3.78 Million
1.39% of portfolio
|
Q2 2025
Added 81.13%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
12,090
shares
|
$3.77 Million
1.84% of portfolio
|
Q2 2025
Added 12.69%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
12,084
shares
|
$3.77 Million
0.97% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
12,058
shares
|
$3.76 Million
1.68% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Beech Hill Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
12,057
shares
|
$3.76 Million
1.64% of portfolio
|
Q2 2025
Reduced 17.15%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
12,037
shares
|
$3.75 Million
1.72% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Guardian Capital LP
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
12,036
shares
|
$3.75 Million
0.14% of portfolio
|
Q2 2025
Reduced 19.21%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
12,011
shares
|
$3.74 Million
0.02% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
11,998
shares
|
$3.74 Million
1.13% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
11,987
shares
|
$3.74 Million
1.41% of portfolio
|
Q3 2023
Reduced 65.46%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
11,978
shares
|
$3.73 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
11,939
shares
|
$3.72 Million
2.37% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Aug 12, 2025 Q2 2025 |
11,907
shares
|
$3.71 Million
3.41% of portfolio
|
Q4 2022
New holding
|
|
|
First National Bank Of Hutchinson
|
Jul 29, 2025 Q2 2025 |
11,881
shares
|
$3.7 Million
2.17% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
11,847
shares
|
$3.69 Million
0.84% of portfolio
|
Q2 2025
Added 8.72%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
11,825
shares
|
$3.69 Million
1.2% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
11,823
shares
|
$3.69 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
11,823
shares
|
$3.69 Million
1.52% of portfolio
|
Q2 2025
Added 3.04%
|