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 |
|---|---|---|---|---|---|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
6,473
shares
|
$2.02 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
6,471
shares
|
$2.02 Million
0.96% of portfolio
|
Q2 2025
Added 23.07%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
6,466
shares
|
$2.02 Million
0.3% of portfolio
|
Q3 2023
Reduced 52.31%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,464
shares
|
$2.02 Million
0.68% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,462
shares
|
$2.01 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
6,454
shares
|
$2.01 Million
0.53% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,453
shares
|
$2.01 Million
0.55% of portfolio
|
Q2 2025
Added 65.38%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
6,447
shares
|
$2.01 Million
0.01% of portfolio
|
Q2 2025
Added 49.76%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
6,440
shares
|
$2.01 Million
1.12% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
6,438
shares
|
$2.01 Million
0.67% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
6,430
shares
|
$2 Million
0.43% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
6,416
shares
|
$2 Million
1.06% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
6,414
shares
|
$2 Million
1.31% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
6,405
shares
|
$2 Million
0.88% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
6,402
shares
|
$2 Million
0.34% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
6,394
shares
|
$1.99 Million
2.84% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
6,378
shares
|
$1.99 Million
0.34% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
6,371
shares
|
$1.99 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
6,359
shares
|
$1.98 Million
1.24% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
6,358
shares
|
$1.98 Million
0.66% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
6,347
shares
|
$1.98 Million
0.67% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,339
shares
|
$1.98 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
6,332
shares
|
$1.97 Million
1.18% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
6,316
shares
|
$1.97 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
6,312
shares
|
$1.97 Million
0.11% of portfolio
|
Q2 2025
Reduced 28.71%
|