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 |
|---|---|---|---|---|---|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
6,310
shares
|
$1.97 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
6,305
shares
|
$1.97 Million
0.84% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
6,305
shares
|
$1.97 Million
0.5% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
6,301
shares
|
$1.96 Million
0.46% of portfolio
|
Q2 2025
Added 212.7%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Aug 08, 2025 Q2 2025 |
6,301
shares
|
$1.96 Million
0.81% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
6,299
shares
|
$1.96 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Wincap Financial LLC
Boston, MA |
Aug 01, 2025 Q2 2025 |
6,295
shares
|
$1.96 Million
1.47% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
6,283
shares
|
$1.96 Million
0.66% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
6,270
shares
|
$1.95 Million
0.95% of portfolio
|
Q2 2025
Added 14.33%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
6,260
shares
|
$1.95 Million
0.41% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 11, 2025 Q2 2025 |
6,259
shares
|
$1.95 Million
0.89% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
6,255
shares
|
$1.95 Million
1.19% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
6,253
shares
|
$1.95 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
6,246
shares
|
$1.95 Million
0.8% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
6,245
shares
|
$1.95 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
6,234
shares
|
$1.94 Million
1.12% of portfolio
|
Q2 2025
Added 18.43%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,233
shares
|
$1.94 Million
0.35% of portfolio
|
Q2 2022
Added 16.27%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
6,232
shares
|
$1.94 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
6,197
shares
|
$1.93 Million
0.12% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
6,197
shares
|
$1.93 Million
1.46% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
6,196
shares
|
$1.93 Million
0.49% of portfolio
|
Q2 2025
Reduced 81.36%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
6,195
shares
|
$1.93 Million
0.44% of portfolio
|
Q1 2023
Reduced 11.68%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 08, 2025 Q2 2025 |
6,192
shares
|
$1.93 Million
3.12% of portfolio
|
Q2 2025
Reduced 16.14%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
6,189
shares
|
$1.93 Million
1.01% of portfolio
|
Q2 2025
Reduced 41.07%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,171
shares
|
$1.92 Million
0.27% of portfolio
|
Q2 2022
Reduced 11.97%
|