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 |
|---|---|---|---|---|---|
|
Solitude Financial Services
|
Jul 23, 2025 Q2 2025 |
10,968
shares
|
$3.42 Million
1.15% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
10,960
shares
|
$3.42 Million
1.36% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
10,958
shares
|
$3.42 Million
2.18% of portfolio
|
Q2 2025
Added 18.07%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
10,948
shares
|
$3.41 Million
0.24% of portfolio
|
Q2 2025
Reduced 15.43%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
10,934
shares
|
$3.41 Million
0.61% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
10,919
shares
|
$3.4 Million
2.32% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
10,908
shares
|
$3.4 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
10,907
shares
|
$3.4 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
10,898
shares
|
$3.4 Million
0.46% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
10,893
shares
|
$3.4 Million
1.36% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
10,872
shares
|
$3.39 Million
1.18% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
10,872
shares
|
$3.39 Million
1.47% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
10,856
shares
|
$3.38 Million
1.24% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
10,853
shares
|
$3.38 Million
0.16% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
10,849
shares
|
$3.38 Million
1.62% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
10,824
shares
|
$3.37 Million
0.47% of portfolio
|
Q2 2025
Reduced 66.5%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
10,821
shares
|
$3.37 Million
1.73% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
10,820
shares
|
$3.37 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
10,795
shares
|
$3.37 Million
0.81% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
10,795
shares
|
$3.37 Million
1.44% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
10,770
shares
|
$3.36 Million
1.37% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
10,759
shares
|
$3.35 Million
1.49% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
10,758
shares
|
$3.35 Million
0.59% of portfolio
|
Q2 2025
Reduced 48.64%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
10,741
shares
|
$3.35 Million
1.55% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Continental Advisors LLC
Chicago, IL |
Aug 19, 2025 Q2 2025 |
10,735
shares
|
$3.35 Million
1.5% of portfolio
|
Q1 2025
Reduced 3.59%
|