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 |
|---|---|---|---|---|---|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
11,446
shares
|
$3.57 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
11,437
shares
|
$3.57 Million
2.26% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
11,410
shares
|
$3.56 Million
1.39% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
11,373
shares
|
$3.55 Million
2.81% of portfolio
|
Q2 2025
Reduced 31.05%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
11,357
shares
|
$3.54 Million
1.47% of portfolio
|
Q2 2023
Reduced 4.56%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
11,352
shares
|
$3.54 Million
2.49% of portfolio
|
Q2 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
11,325
shares
|
$3.53 Million
1.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
11,322
shares
|
$3.53 Million
0.63% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
11,309
shares
|
$3.53 Million
0.93% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
11,307
shares
|
$3.52 Million
0.39% of portfolio
|
Q1 2025
Reduced 25.26%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
11,300
shares
|
$3.52 Million
0.54% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
11,285
shares
|
$3.52 Million
0.59% of portfolio
|
Q2 2025
Added 66.42%
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
11,278
shares
|
$3.52 Million
1.09% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
11,251
shares
|
$3.51 Million
2.63% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
11,250
shares
|
$3.51 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
11,246
shares
|
$3.51 Million
0.2% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,246
shares
|
$3.51 Million
0.7% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
11,239
shares
|
$3.5 Million
0.38% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
11,239
shares
|
$3.5 Million
1.05% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
11,225
shares
|
$3.5 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
11,214
shares
|
$3.5 Million
0.34% of portfolio
|
Q1 2023
Reduced 78.22%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Aug 06, 2025 Q2 2025 |
11,209
shares
|
$3.49 Million
2.45% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
11,196
shares
|
$3.49 Million
0.72% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
11,184
shares
|
$3.49 Million
0.61% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
11,180
shares
|
$3.49 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.16%
|