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 |
|---|---|---|---|---|---|
|
Notis Mc Conarty Edward
|
Jul 23, 2025 Q2 2025 |
9,843
shares
|
$3.07 Million
1.41% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
9,843
shares
|
$3.07 Million
0.23% of portfolio
|
Q2 2025
Reduced 25.53%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,804
shares
|
$3.06 Million
1.61% of portfolio
|
Q1 2025
Added 34.76%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
9,804
shares
|
$3.06 Million
0.42% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
9,777
shares
|
$3.05 Million
0.95% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Pinnacle Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
9,765
shares
|
$3.04 Million
3.42% of portfolio
|
Q2 2025
Added 499.45%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
9,759
shares
|
$3.04 Million
2.47% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
9,756
shares
|
$3.04 Million
1.41% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jul 22, 2025 Q2 2025 |
9,755
shares
|
$3.04 Million
0.87% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
9,753
shares
|
$3.04 Million
0.22% of portfolio
|
Q2 2025
Added 80.78%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
9,752
shares
|
$3.04 Million
0.6% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
9,720
shares
|
$3.03 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
9,719
shares
|
$3.03 Million
0.85% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
9,708
shares
|
$3.03 Million
1.03% of portfolio
|
Q2 2025
Reduced 15.27%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
9,703
shares
|
$3.02 Million
0.61% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
9,702
shares
|
$3.02 Million
0.56% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
9,701
shares
|
$3.02 Million
1.35% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
9,699
shares
|
$3.02 Million
0.89% of portfolio
|
Q4 2023
Added 19.53%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
9,695
shares
|
$3.02 Million
2.42% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Aug 14, 2025 Q2 2025 |
9,684
shares
|
$3.02 Million
2.81% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
9,680
shares
|
$3.02 Million
1.32% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
9,662
shares
|
$3.01 Million
1.09% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Compass Capital Management, Inc
|
Aug 07, 2025 Q2 2025 |
9,660
shares
|
$3.01 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
9,649
shares
|
$3.01 Million
0.28% of portfolio
|
Q2 2025
Reduced 13.37%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
9,644
shares
|
$3.01 Million
1.04% of portfolio
|
Q2 2025
Added 231.41%
|