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 |
|---|---|---|---|---|---|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
7,096
shares
|
$2.21 Million
0.74% of portfolio
|
Q2 2025
Added 187.64%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
7,076
shares
|
$2.21 Million
1.55% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
7,075
shares
|
$2.21 Million
0.22% of portfolio
|
Q2 2025
Reduced 17.47%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,075
shares
|
$2.21 Million
0.39% of portfolio
|
Q2 2025
Added 39.03%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
7,064
shares
|
$2.2 Million
1.53% of portfolio
|
Q2 2025
Added 22.49%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
7,064
shares
|
$2.2 Million
1.29% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
7,056
shares
|
$2.2 Million
1.86% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
7,054
shares
|
$2.2 Million
0.05% of portfolio
|
Q3 2023
Reduced 4.42%
|
|
|
Accuvest Global Advisors
Provo, UT |
Aug 05, 2025 Q2 2025 |
7,052
shares
|
$2.2 Million
1.35% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
7,022
shares
|
$2.19 Million
0.58% of portfolio
|
Q2 2025
Added 60.91%
|
|
|
Ruffer LLP
|
Jul 16, 2025 Q2 2025 |
7,000
shares
|
$2.18 Million
0.11% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
6,992
shares
|
$2.18 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
6,982
shares
|
$2.18 Million
0.31% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
6,972
shares
|
$2.17 Million
0.54% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Sippican Capital Advisors
|
Jul 25, 2025 Q2 2025 |
6,957
shares
|
$2.17 Million
1.57% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
6,951
shares
|
$2.17 Million
0.28% of portfolio
|
Q2 2025
Added 441.36%
|
|
|
Arga Investment Management, LP
|
Jul 31, 2025 Q2 2025 |
6,950
shares
|
$2.17 Million
0.06% of portfolio
|
Q1 2024
Reduced 10.17%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
6,940
shares
|
$2.16 Million
0.48% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
6,933
shares
|
$2.16 Million
0.88% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
6,927
shares
|
$2.16 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
6,925
shares
|
$2.16 Million
0.39% of portfolio
|
Q1 2025
Added 259.74%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,924
shares
|
$2.16 Million
0.36% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
6,916
shares
|
$2.16 Million
0.96% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
6,907
shares
|
$2.15 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
6,882
shares
|
$2.15 Million
1.9% of portfolio
|
Q2 2025
Reduced 4.14%
|