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 |
|---|---|---|---|---|---|
|
South Street Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,807
shares
|
$2.75 Million
0.39% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
8,800
shares
|
$2.74 Million
0.87% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
8,790
shares
|
$2.74 Million
1.98% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
8,787
shares
|
$2.74 Million
0.71% of portfolio
|
Q4 2024
Added 29.13%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
8,786
shares
|
$2.74 Million
0.92% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
8,757
shares
|
$2.73 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
8,748
shares
|
$2.73 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
8,747
shares
|
$2.73 Million
1.8% of portfolio
|
Q2 2022
Added 123.88%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
8,737
shares
|
$2.72 Million
0.99% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
8,734
shares
|
$2.72 Million
0.54% of portfolio
|
Q2 2025
Added 15.09%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,723
shares
|
$2.72 Million
0.39% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
8,717
shares
|
$2.72 Million
1.9% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
8,701
shares
|
$2.71 Million
0.6% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
8,696
shares
|
$2.71 Million
0.22% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,693
shares
|
$2.71 Million
1.53% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
8,685
shares
|
$2.71 Million
0.34% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
8,672
shares
|
$2.7 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
8,669
shares
|
$2.7 Million
1.7% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
8,665
shares
|
$2.7 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
8,655
shares
|
$2.7 Million
0.91% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
8,651
shares
|
$2.7 Million
1.9% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Stance Capital LLC
Boston, MA |
Aug 22, 2025 Q2 2025 |
8,647
shares
|
$2.7 Million
0.94% of portfolio
|
Q2 2025
New holding
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,643
shares
|
$2.69 Million
0.48% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
8,636
shares
|
$2.69 Million
0.94% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
8,636
shares
|
$2.69 Million
1.12% of portfolio
|
Q2 2025
Reduced 1.87%
|