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 |
|---|---|---|---|---|---|
|
Security National Bank Of So Dak
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
9,461
shares
|
$2.95 Million
1.6% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9,457
shares
|
$2.95 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
9,432
shares
|
$2.94 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Aug 15, 2025 Q2 2025 |
9,432
shares
|
$2.94 Million
0.13% of portfolio
|
Q2 2025
Reduced 29.28%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
9,383
shares
|
$2.93 Million
1.12% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
Aug 13, 2025 Q2 2025 |
9,382
shares
|
$2.92 Million
1.8% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
9,381
shares
|
$2.92 Million
0.3% of portfolio
|
Q1 2023
New holding
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
9,372
shares
|
$2.92 Million
1.3% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
9,359
shares
|
$2.92 Million
0.2% of portfolio
|
Q2 2025
Reduced 14.72%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
9,355
shares
|
$2.92 Million
0.16% of portfolio
|
Q2 2023
Added 5.37%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
9,344
shares
|
$2.91 Million
1.43% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
9,343
shares
|
$2.91 Million
0.35% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
9,332
shares
|
$2.91 Million
1.29% of portfolio
|
Q2 2025
New holding
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
9,328
shares
|
$2.91 Million
0.49% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
9,323
shares
|
$2.91 Million
0.47% of portfolio
|
Q2 2025
Added 57.91%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
9,323
shares
|
$2.91 Million
2.86% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
9,320
shares
|
$2.91 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
9,319
shares
|
$2.91 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
9,316
shares
|
$2.9 Million
0.86% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
9,314
shares
|
$2.9 Million
0.73% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
9,311
shares
|
$2.9 Million
0.95% of portfolio
|
Q2 2025
Added 38.04%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
9,309
shares
|
$2.9 Million
0.61% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
9,306
shares
|
$2.9 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
9,303
shares
|
$2.9 Million
0.27% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
9,281
shares
|
$2.89 Million
2.06% of portfolio
|
Q2 2025
Reduced 0.16%
|