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 |
|---|---|---|---|---|---|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
10,729
shares
|
$3.34 Million
2.39% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
10,726
shares
|
$3.34 Million
0.11% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
10,722
shares
|
$3.34 Million
1.3% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Birinyi Associates Inc
|
Jul 23, 2025 Q2 2025 |
10,713
shares
|
$3.34 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
10,707
shares
|
$3.34 Million
0.38% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
10,700
shares
|
$3.34 Million
1.24% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
10,700
shares
|
$3.34 Million
0.35% of portfolio
|
Q2 2025
Added 14.73%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Aug 11, 2025 Q2 2025 |
10,658
shares
|
$3.32 Million
1.37% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,655
shares
|
$3.32 Million
0.27% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
10,654
shares
|
$3.32 Million
1.37% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
10,647
shares
|
$3.32 Million
0.43% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Aug 04, 2025 Q2 2025 |
10,642
shares
|
$3.32 Million
2.36% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
10,612
shares
|
$3.31 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
10,606
shares
|
$3.31 Million
0.65% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
10,605
shares
|
$3.31 Million
0.46% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
10,604
shares
|
$3.31 Million
0.42% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
10,597
shares
|
$3.3 Million
0.32% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
10,579
shares
|
$3.3 Million
2.44% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
10,577
shares
|
$3.3 Million
0.71% of portfolio
|
Q2 2025
Added 42.91%
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
10,574
shares
|
$3.3 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
10,570
shares
|
$3.3 Million
0.99% of portfolio
|
Q4 2023
Added 1.05%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
10,557
shares
|
$3.29 Million
0.41% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
10,548
shares
|
$3.29 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
10,539
shares
|
$3.29 Million
0.38% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
10,531
shares
|
$3.28 Million
0.08% of portfolio
|
Q2 2025
Added 1.94%
|