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 |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
9,043
shares
|
$2.82 Million
0.19% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
9,029
shares
|
$2.81 Million
0.69% of portfolio
|
Q2 2025
Added 19.34%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
9,020
shares
|
$2.81 Million
0.94% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
9,002
shares
|
$2.81 Million
1.4% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Freemont Management S.A.
|
Aug 06, 2025 Q2 2025 |
9,000
shares
|
$2.81 Million
0.52% of portfolio
|
Q2 2025
Added 30.43%
|
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
Aug 13, 2025 Q2 2025 |
9,000
shares
|
$2.81 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
8,999
shares
|
$2.81 Million
0.5% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
8,981
shares
|
$2.8 Million
0.34% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Aug 06, 2025 Q2 2025 |
8,975
shares
|
$2.8 Million
2.23% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
8,925
shares
|
$2.78 Million
0.25% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Bennett Selby Investments LP
|
Jul 17, 2025 Q2 2025 |
8,917
shares
|
$2.78 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
8,913
shares
|
$2.78 Million
1.61% of portfolio
|
Q2 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
8,912
shares
|
$2.78 Million
0.18% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
8,904
shares
|
$2.78 Million
0.56% of portfolio
|
Q2 2025
Added 162.5%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
8,903
shares
|
$2.78 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
8,899
shares
|
$2.77 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
8,894
shares
|
$2.77 Million
0.68% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
8,890
shares
|
$2.77 Million
0.78% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
8,890
shares
|
$2.77 Million
1.09% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
8,883
shares
|
$2.77 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
8,876
shares
|
$2.77 Million
1.0% of portfolio
|
Q2 2025
Reduced 18.79%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
8,853
shares
|
$2.76 Million
2.1% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
8,837
shares
|
$2.75 Million
0.49% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
8,831
shares
|
$2.75 Million
1.38% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
8,831
shares
|
$2.75 Million
2.06% of portfolio
|
Q2 2025
Added 0.11%
|