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 |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
6,879
shares
|
$2.14 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,872
shares
|
$2.14 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
6,872
shares
|
$2.14 Million
1.48% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
6,851
shares
|
$2.14 Million
0.3% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Aug 13, 2025 Q2 2025 |
6,834
shares
|
$2.13 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
6,818
shares
|
$2.13 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
6,812
shares
|
$2.12 Million
0.42% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
6,811
shares
|
$2.12 Million
0.25% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
6,801
shares
|
$2.12 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Aug 01, 2025 Q2 2025 |
6,800
shares
|
$2.12 Million
0.57% of portfolio
|
Q3 2019
New holding
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
6,800
shares
|
$2.12 Million
0.84% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
6,800
shares
|
$2.12 Million
1.04% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
6,791
shares
|
$2.12 Million
0.73% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,781
shares
|
$2.11 Million
0.14% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
6,750
shares
|
$2.1 Million
0.83% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
6,740
shares
|
$2.1 Million
0.73% of portfolio
|
Q3 2023
Reduced 4.91%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
6,735
shares
|
$2.1 Million
1.22% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
6,733
shares
|
$2.1 Million
1.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
6,726
shares
|
$2.1 Million
0.43% of portfolio
|
Q2 2025
Added 53.21%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
6,718
shares
|
$2.09 Million
1.57% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
6,699
shares
|
$2.09 Million
1.53% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
6,677
shares
|
$2.08 Million
0.53% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
6,674
shares
|
$2.08 Million
0.41% of portfolio
|
Q2 2025
Reduced 15.21%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
6,666
shares
|
$2.08 Million
0.89% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
6,662
shares
|
$2.08 Million
0.41% of portfolio
|
Q2 2025
Reduced 64.52%
|