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 |
|---|---|---|---|---|---|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
6,171
shares
|
$1.92 Million
1.74% of portfolio
|
Q2 2025
Added 82.57%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
6,169
shares
|
$1.92 Million
0.89% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
6,161
shares
|
$1.92 Million
0.3% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
6,160
shares
|
$1.92 Million
0.47% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
6,158
shares
|
$1.92 Million
0.55% of portfolio
|
Q1 2023
Reduced 12.54%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
6,154
shares
|
$1.92 Million
0.63% of portfolio
|
Q2 2025
Added 22.71%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
6,151
shares
|
$1.92 Million
0.05% of portfolio
|
Q2 2025
Added 42.29%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
6,148
shares
|
$1.92 Million
1.25% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
6,147
shares
|
$1.92 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
6,133
shares
|
$1.91 Million
0.85% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
6,122
shares
|
$1.91 Million
0.91% of portfolio
|
Q2 2025
Added 27.41%
|
|
|
5th Street Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
6,111
shares
|
$1.91 Million
0.88% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,104
shares
|
$1.9 Million
0.97% of portfolio
|
Q2 2025
Added 33.54%
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
6,101
shares
|
$1.9 Million
0.35% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
6,080
shares
|
$1.9 Million
1.42% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Aug 14, 2025 Q2 2025 |
6,078
shares
|
$1.89 Million
0.71% of portfolio
|
Q1 2021
Added 513.08%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Aug 13, 2025 Q2 2025 |
6,075
shares
|
$1.89 Million
0.05% of portfolio
|
Q1 2020
Added 10.45%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
6,064
shares
|
$1.89 Million
0.23% of portfolio
|
Q2 2025
Reduced 26.52%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
6,064
shares
|
$1.89 Million
0.72% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,062
shares
|
$1.89 Million
0.04% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
6,061
shares
|
$1.89 Million
0.66% of portfolio
|
Q2 2025
Reduced 11.85%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
6,060
shares
|
$1.89 Million
0.15% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
6,058
shares
|
$1.89 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
6,056
shares
|
$1.89 Million
0.85% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
6,043
shares
|
$1.88 Million
0.13% of portfolio
|
Q2 2025
Reduced 11.77%
|