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 |
|---|---|---|---|---|---|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
11,818
shares
|
$3.68 Million
1.78% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Lindenwold Advisors
|
Jul 24, 2025 Q2 2025 |
11,814
shares
|
$3.68 Million
1.83% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
11,793
shares
|
$3.68 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
11,781
shares
|
$3.67 Million
0.21% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
11,772
shares
|
$3.67 Million
0.84% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
11,752
shares
|
$3.66 Million
1.79% of portfolio
|
Q2 2025
Added 46.31%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
11,704
shares
|
$3.65 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,671
shares
|
$3.64 Million
1.25% of portfolio
|
Q1 2024
Added 17.44%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
11,659
shares
|
$3.63 Million
1.64% of portfolio
|
Q2 2025
Reduced 75.51%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
11,649
shares
|
$3.63 Million
1.55% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
11,638
shares
|
$3.63 Million
0.91% of portfolio
|
Q2 2023
Reduced 1.52%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
11,626
shares
|
$3.62 Million
1.53% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
11,619
shares
|
$3.62 Million
0.54% of portfolio
|
Q4 2024
Reduced 43.6%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
11,603
shares
|
$3.62 Million
0.46% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
11,599
shares
|
$3.62 Million
1.03% of portfolio
|
Q2 2025
Added 156.5%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
11,595
shares
|
$3.61 Million
0.56% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
11,569
shares
|
$3.61 Million
1.56% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
May 07, 2025 Q1 2025 |
11,558
shares
|
$3.6 Million
2.21% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
11,549
shares
|
$3.6 Million
2.52% of portfolio
|
Q2 2025
Added 64.31%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
11,530
shares
|
$3.59 Million
1.06% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
11,514
shares
|
$3.59 Million
0.28% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
11,511
shares
|
$3.59 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
11,497
shares
|
$3.58 Million
3.72% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
11,490
shares
|
$3.58 Million
0.9% of portfolio
|
Q2 2025
Added 15.71%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
11,482
shares
|
$3.58 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.12%
|