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 |
|---|---|---|---|---|---|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
8,291
shares
|
$2.58 Million
1.21% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
8,290
shares
|
$2.58 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
8,279
shares
|
$2.58 Million
1.07% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
8,265
shares
|
$2.58 Million
0.76% of portfolio
|
Q2 2022
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
8,246
shares
|
$2.57 Million
1.37% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
8,244
shares
|
$2.57 Million
1.35% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
8,239
shares
|
$2.57 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
8,235
shares
|
$2.57 Million
0.26% of portfolio
|
Q2 2025
Reduced 67.45%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
8,228
shares
|
$2.57 Million
1.71% of portfolio
|
Q1 2025
New holding
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
8,226
shares
|
$2.56 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
8,225
shares
|
$2.56 Million
0.61% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Aug 06, 2025 Q2 2025 |
8,225
shares
|
$2.56 Million
1.09% of portfolio
|
Q2 2025
Reduced 61.48%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
8,223
shares
|
$2.56 Million
1.0% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
8,220
shares
|
$2.56 Million
0.67% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
8,204
shares
|
$2.56 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
8,191
shares
|
$2.55 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
8,178
shares
|
$2.55 Million
0.37% of portfolio
|
Q2 2025
Added 11.87%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Aug 12, 2025 Q2 2025 |
8,176
shares
|
$2.55 Million
2.3% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
8,175
shares
|
$2.55 Million
0.94% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
8,174
shares
|
$2.55 Million
0.07% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
8,173
shares
|
$2.55 Million
0.74% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
8,132
shares
|
$2.54 Million
0.45% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Aug 14, 2025 Q2 2025 |
8,113
shares
|
$2.53 Million
1.77% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
8,107
shares
|
$2.53 Million
0.49% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Garland Capital Management Inc
|
Aug 01, 2025 Q2 2025 |
8,070
shares
|
$2.52 Million
7.4% of portfolio
|
Q2 2025
Reduced 68.54%
|