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 |
|---|---|---|---|---|---|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,065
shares
|
$2.51 Million
0.13% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
8,050
shares
|
$2.51 Million
1.31% of portfolio
|
Q2 2025
Reduced 12.31%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
8,047
shares
|
$2.51 Million
0.03% of portfolio
|
Q2 2025
Reduced 33.66%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
8,043
shares
|
$2.51 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
8,038
shares
|
$2.51 Million
0.24% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
8,036
shares
|
$2.51 Million
1.4% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,028
shares
|
$2.5 Million
0.24% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
8,014
shares
|
$2.5 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
8,004
shares
|
$2.5 Million
1.41% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
8,002
shares
|
$2.49 Million
0.2% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
8,000
shares
|
$2.49 Million
1.11% of portfolio
|
Q2 2025
Added 44.12%
|
|
|
Good Haven Capital Management, LLC
Millburn, NJ |
Aug 13, 2025 Q2 2025 |
8,000
shares
|
$2.49 Million
0.96% of portfolio
|
Q1 2020
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
7,992
shares
|
$2.49 Million
2.18% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
7,985
shares
|
$2.49 Million
2.26% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
7,983
shares
|
$2.49 Million
0.62% of portfolio
|
Q2 2025
Reduced 68.07%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
7,982
shares
|
$2.49 Million
0.54% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
7,977
shares
|
$2.49 Million
0.91% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
7,972
shares
|
$2.49 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
7,956
shares
|
$2.48 Million
0.73% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 12, 2025 Q2 2025 |
7,955
shares
|
$2.48 Million
1.07% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,954
shares
|
$2.48 Million
2.02% of portfolio
|
Q2 2025
Added 261.55%
|
|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
7,945
shares
|
$2.48 Million
0.31% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
7,927
shares
|
$2.47 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
7,919
shares
|
$2.47 Million
0.46% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
7,911
shares
|
$2.47 Million
0.35% of portfolio
|
Q2 2025
Added 1.59%
|