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 |
|---|---|---|---|---|---|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
7,909
shares
|
$2.47 Million
1.07% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,908
shares
|
$2.47 Million
0.42% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
7,906
shares
|
$2.46 Million
1.21% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
7,897
shares
|
$2.46 Million
0.15% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
7,879
shares
|
$2.46 Million
1.53% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,878
shares
|
$2.46 Million
0.13% of portfolio
|
Q3 2023
Reduced 32.72%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
7,861
shares
|
$2.45 Million
1.21% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
7,836
shares
|
$2.44 Million
1.98% of portfolio
|
Q2 2025
Added 10.76%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
7,808
shares
|
$2.43 Million
1.1% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
7,787
shares
|
$2.43 Million
0.42% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,758
shares
|
$2.42 Million
0.95% of portfolio
|
Q2 2025
Added 24.21%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
7,753
shares
|
$2.42 Million
0.87% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
7,749
shares
|
$2.42 Million
0.16% of portfolio
|
Q3 2022
Added 0.34%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
7,738
shares
|
$2.41 Million
0.08% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
7,735
shares
|
$2.41 Million
1.0% of portfolio
|
Q2 2025
Reduced 30.97%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
7,717
shares
|
$2.41 Million
0.73% of portfolio
|
Q2 2025
Reduced 49.5%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
7,717
shares
|
$2.41 Million
1.59% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
7,713
shares
|
$2.4 Million
0.6% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
7,705
shares
|
$2.4 Million
0.38% of portfolio
|
Q2 2025
Added 37.84%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
7,696
shares
|
$2.4 Million
0.3% of portfolio
|
Q2 2025
Added 13.36%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
7,687
shares
|
$2.4 Million
0.3% of portfolio
|
Q2 2025
Added 202.64%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
7,680
shares
|
$2.39 Million
0.51% of portfolio
|
Q1 2024
Reduced 15.84%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
7,672
shares
|
$2.39 Million
1.3% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
7,670
shares
|
$2.39 Million
1.03% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
7,663
shares
|
$2.39 Million
0.14% of portfolio
|
Q2 2025
Added 8.59%
|