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 |
|---|---|---|---|---|---|
|
U S Wealth Group, Llc.
Woodbury, NY |
Aug 15, 2025 Q2 2025 |
10,525
shares
|
$3.28 Million
2.38% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
10,520
shares
|
$3.28 Million
0.41% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
10,502
shares
|
$3.27 Million
0.3% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
10,471
shares
|
$3.26 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
10,454
shares
|
$3.26 Million
0.43% of portfolio
|
Q4 2023
Added 5.09%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
10,449
shares
|
$3.26 Million
2.97% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jul 30, 2025 Q2 2025 |
10,445
shares
|
$3.26 Million
1.25% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
10,429
shares
|
$3.25 Million
0.13% of portfolio
|
Q2 2025
Reduced 28.12%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
10,422
shares
|
$3.25 Million
0.79% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
10,417
shares
|
$3.25 Million
1.22% of portfolio
|
Q2 2023
Reduced 4.95%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
10,417
shares
|
$3.25 Million
1.64% of portfolio
|
Q2 2025
Added 105.5%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
10,410
shares
|
$3.25 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
10,407
shares
|
$3.24 Million
2.26% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
10,401
shares
|
$3.24 Million
0.87% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
10,387
shares
|
$3.24 Million
1.47% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
10,359
shares
|
$3.23 Million
0.94% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
10,346
shares
|
$3.23 Million
1.35% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
10,341
shares
|
$3.22 Million
0.03% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
10,333
shares
|
$3.22 Million
0.37% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
10,328
shares
|
$3.22 Million
0.72% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jul 24, 2025 Q2 2025 |
10,321
shares
|
$3.22 Million
2.17% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
10,310
shares
|
$3.21 Million
1.31% of portfolio
|
Q3 2022
Added 24.07%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
10,308
shares
|
$3.21 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
10,308
shares
|
$3.21 Million
0.82% of portfolio
|
Q2 2025
Added 19.65%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10,307
shares
|
$3.21 Million
0.67% of portfolio
|
Q1 2023
Reduced 14.2%
|