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 |
|---|---|---|---|---|---|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
8,462
shares
|
$2.64 Million
1.47% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
8,461
shares
|
$2.64 Million
1.87% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
8,454
shares
|
$2.64 Million
1.78% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,453
shares
|
$2.64 Million
0.42% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Guardian Investment Management
|
Jul 16, 2025 Q2 2025 |
8,449
shares
|
$2.63 Million
2.44% of portfolio
|
Q2 2025
Reduced 36.23%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
8,445
shares
|
$2.63 Million
0.5% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
8,427
shares
|
$2.63 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
8,417
shares
|
$2.62 Million
1.46% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
8,417
shares
|
$2.62 Million
0.98% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
8,394
shares
|
$2.62 Million
0.95% of portfolio
|
Q3 2022
Reduced 87.39%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
8,380
shares
|
$2.61 Million
0.0% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Game Creek Capital, LP
Boston, MA |
Aug 14, 2025 Q2 2025 |
8,375
shares
|
$2.61 Million
1.1% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
8,372
shares
|
$2.61 Million
1.87% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Aug 04, 2025 Q2 2025 |
8,370
shares
|
$2.61 Million
1.36% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
8,369
shares
|
$2.61 Million
1.26% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jul 25, 2025 Q2 2025 |
8,362
shares
|
$2.61 Million
2.02% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
8,360
shares
|
$2.61 Million
1.46% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Aug 13, 2025 Q2 2025 |
8,358
shares
|
$2.61 Million
1.86% of portfolio
|
Q2 2025
Added 47.38%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
8,355
shares
|
$2.6 Million
2.69% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
8,330
shares
|
$2.6 Million
1.23% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
8,322
shares
|
$2.59 Million
1.3% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Jul 31, 2025 Q2 2025 |
8,317
shares
|
$2.59 Million
2.34% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
8,310
shares
|
$2.59 Million
0.94% of portfolio
|
Q2 2025
Added 20.59%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
8,301
shares
|
$2.59 Million
0.17% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
8,294
shares
|
$2.59 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.84%
|