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 |
|---|---|---|---|---|---|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
7,512
shares
|
$2.34 Million
0.95% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Menard Financial Group LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
7,510
shares
|
$2.34 Million
1.34% of portfolio
|
Q2 2025
Added 21.6%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
7,500
shares
|
$2.34 Million
1.24% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Dixon Fnancial Services, Inc.
|
Jul 28, 2025 Q2 2025 |
7,495
shares
|
$2.34 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
7,490
shares
|
$2.34 Million
1.47% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,487
shares
|
$2.33 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
7,464
shares
|
$2.33 Million
0.82% of portfolio
|
Q2 2025
Added 49.07%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
7,462
shares
|
$2.33 Million
0.5% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
7,451
shares
|
$2.32 Million
0.66% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
7,437
shares
|
$2.32 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
7,426
shares
|
$2.32 Million
1.03% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Krs Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
7,419
shares
|
$2.31 Million
1.47% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
7,412
shares
|
$2.31 Million
1.67% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
7,394
shares
|
$2.31 Million
0.57% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
7,393
shares
|
$2.3 Million
1.08% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jul 17, 2025 Q2 2025 |
7,390
shares
|
$2.3 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
7,384
shares
|
$2.3 Million
0.53% of portfolio
|
Q2 2025
Reduced 29.57%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
7,373
shares
|
$2.3 Million
1.49% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
7,370
shares
|
$2.3 Million
0.82% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
7,359
shares
|
$2.29 Million
0.23% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
7,341
shares
|
$2.29 Million
0.52% of portfolio
|
Q1 2023
Reduced 4.35%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
7,333
shares
|
$2.29 Million
0.39% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
7,329
shares
|
$2.28 Million
0.21% of portfolio
|
N/A
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
7,312
shares
|
$2.28 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Omnia Family Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
7,307
shares
|
$2.28 Million
0.77% of portfolio
|
Q2 2025
Added 10.24%
|