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 |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,303
shares
|
$3.21 Million
0.41% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jul 28, 2025 Q2 2025 |
10,279
shares
|
$3.2 Million
1.79% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jul 24, 2025 Q2 2025 |
10,264
shares
|
$3.2 Million
1.31% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
10,258
shares
|
$3.2 Million
0.57% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
10,255
shares
|
$3.2 Million
1.91% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Kidder Stephen W
|
Jul 23, 2025 Q2 2025 |
10,253
shares
|
$3.2 Million
0.91% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
10,250
shares
|
$3.2 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
10,242
shares
|
$3.19 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,234
shares
|
$3.19 Million
1.1% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
10,232
shares
|
$3.19 Million
2.05% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Aug 11, 2025 Q2 2025 |
10,224
shares
|
$3.19 Million
1.8% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
10,223
shares
|
$3.19 Million
1.5% of portfolio
|
Q2 2025
Added 18.5%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
10,202
shares
|
$3.18 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
10,194
shares
|
$3.18 Million
0.25% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Aug 04, 2025 Q2 2025 |
10,193
shares
|
$3.18 Million
2.65% of portfolio
|
Q2 2025
Reduced 19.92%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
10,180
shares
|
$3.17 Million
0.54% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
10,176
shares
|
$3.17 Million
0.82% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
10,148
shares
|
$3.16 Million
1.2% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
10,147
shares
|
$3.16 Million
0.89% of portfolio
|
Q2 2025
Added 30.07%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
10,137
shares
|
$3.16 Million
1.07% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
10,132
shares
|
$3.16 Million
0.52% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
10,108
shares
|
$3.15 Million
0.33% of portfolio
|
Q2 2025
Added 62.4%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
10,093
shares
|
$3.15 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
10,088
shares
|
$3.14 Million
0.42% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
10,084
shares
|
$3.14 Million
1.66% of portfolio
|
Q2 2025
Added 3.2%
|