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 |
|---|---|---|---|---|---|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
6,661
shares
|
$2.08 Million
0.58% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
6,660
shares
|
$2.08 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
6,658
shares
|
$2.08 Million
0.22% of portfolio
|
Q2 2025
Reduced 12.14%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
6,646
shares
|
$2.07 Million
1.07% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
6,637
shares
|
$2.07 Million
0.74% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
6,628
shares
|
$2.07 Million
1.03% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Aug 11, 2025 Q2 2025 |
6,625
shares
|
$2.07 Million
1.0% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
6,624
shares
|
$2.07 Million
1.09% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 05, 2025 Q2 2025 |
6,624
shares
|
$2.07 Million
0.78% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
6,622
shares
|
$2.06 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
6,620
shares
|
$2.06 Million
0.49% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
6,592
shares
|
$2.06 Million
0.29% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
6,584
shares
|
$2.05 Million
0.65% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
6,580
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
6,570
shares
|
$2.05 Million
0.32% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
6,562
shares
|
$2.05 Million
0.51% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,559
shares
|
$2.04 Million
0.02% of portfolio
|
Q2 2025
Added 17.71%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
6,544
shares
|
$2.04 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
6,544
shares
|
$2.04 Million
1.48% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
6,543
shares
|
$2.04 Million
0.38% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
6,542
shares
|
$2.04 Million
0.09% of portfolio
|
Q1 2025
Added 22.92%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
6,521
shares
|
$2.03 Million
1.56% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
6,513
shares
|
$2.03 Million
0.96% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,498
shares
|
$2.03 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
6,495
shares
|
$2.02 Million
1.64% of portfolio
|
Q3 2023
Reduced 14.38%
|