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 |
|---|---|---|---|---|---|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
7,648
shares
|
$2.38 Million
0.22% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
7,647
shares
|
$2.38 Million
0.31% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
7,636
shares
|
$2.38 Million
1.08% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
7,635
shares
|
$2.38 Million
0.67% of portfolio
|
Q3 2022
Added 5.09%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
7,619
shares
|
$2.38 Million
1.59% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,616
shares
|
$2.37 Million
0.49% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,615
shares
|
$2.37 Million
0.34% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
7,612
shares
|
$2.37 Million
0.58% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
7,608
shares
|
$2.37 Million
1.64% of portfolio
|
Q2 2025
Added 15.01%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
7,603
shares
|
$2.37 Million
0.21% of portfolio
|
Q4 2022
Reduced 11.53%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
7,603
shares
|
$2.37 Million
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
7,600
shares
|
$2.37 Million
1.8% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
7,597
shares
|
$2.37 Million
1.34% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
7,576
shares
|
$2.36 Million
0.53% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
7,566
shares
|
$2.36 Million
1.29% of portfolio
|
Q2 2025
Reduced 55.76%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
7,556
shares
|
$2.36 Million
1.8% of portfolio
|
Q2 2025
Added 224.29%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
7,554
shares
|
$2.35 Million
1.31% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,550
shares
|
$2.35 Million
1.01% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Aug 14, 2025 Q2 2025 |
7,541
shares
|
$2.35 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
7,535
shares
|
$2.35 Million
0.53% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Aug 13, 2025 Q2 2025 |
7,533
shares
|
$2.35 Million
0.85% of portfolio
|
Q2 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
7,530
shares
|
$2.35 Million
0.66% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
7,529
shares
|
$2.35 Million
0.26% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
7,525
shares
|
$2.35 Million
0.22% of portfolio
|
Q2 2025
Added 14.38%
|
|
|
B Long Financial, LLC
Memphis, TN |
Aug 13, 2025 Q2 2025 |
7,525
shares
|
$2.35 Million
1.68% of portfolio
|
Q2 2025
Reduced 0.66%
|