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 |
|---|---|---|---|---|---|
|
Terril Brothers, Inc.
|
Aug 04, 2025 Q2 2025 |
9,633
shares
|
$3 Million
1.14% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
9,619
shares
|
$3 Million
1.22% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
9,617
shares
|
$3 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
9,615
shares
|
$3 Million
0.34% of portfolio
|
Q2 2025
Reduced 18.17%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
9,614
shares
|
$3 Million
0.79% of portfolio
|
Q2 2023
Added 2.12%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
9,613
shares
|
$3 Million
1.3% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
9,592
shares
|
$2.99 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
9,582
shares
|
$2.99 Million
1.76% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
9,575
shares
|
$2.99 Million
0.12% of portfolio
|
Q4 2023
Reduced 13.4%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
9,564
shares
|
$2.98 Million
0.56% of portfolio
|
Q2 2025
Added 22.15%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
9,560
shares
|
$2.98 Million
0.87% of portfolio
|
Q2 2022
Added 6.76%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
9,558
shares
|
$2.98 Million
1.38% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
9,555
shares
|
$2.98 Million
0.47% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
9,554
shares
|
$2.98 Million
0.45% of portfolio
|
Q2 2025
Added 93.48%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Aug 28, 2025 Q2 2025 |
9,543
shares
|
$2.98 Million
0.27% of portfolio
|
Q2 2025
Reduced 39.01%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
9,531
shares
|
$2.97 Million
0.46% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
De Burlo Group Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,508
shares
|
$2.96 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
9,506
shares
|
$2.96 Million
0.9% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
9,499
shares
|
$2.96 Million
2.31% of portfolio
|
Q4 2023
Reduced 2.48%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Jul 23, 2025 Q2 2025 |
9,495
shares
|
$2.96 Million
1.48% of portfolio
|
Q2 2025
Reduced 37.15%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
9,488
shares
|
$2.96 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
9,484
shares
|
$2.96 Million
0.65% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
9,468
shares
|
$2.95 Million
0.28% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
9,466
shares
|
$2.95 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
9,462
shares
|
$2.95 Million
3.49% of portfolio
|
Q1 2025
Reduced 6.16%
|