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 |
|---|---|---|---|---|---|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
6,040
shares
|
$1.88 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
6,030
shares
|
$1.88 Million
0.41% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
6,027
shares
|
$1.88 Million
0.83% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,023
shares
|
$1.88 Million
0.46% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
6,015
shares
|
$1.88 Million
0.32% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
6,009
shares
|
$1.87 Million
1.21% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
6,005
shares
|
$1.87 Million
0.56% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jul 09, 2025 Q2 2025 |
6,003
shares
|
$1.87 Million
1.61% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Aug 12, 2025 Q2 2025 |
6,000
shares
|
$1.87 Million
0.07% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
6,000
shares
|
$1.87 Million
0.06% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
6,000
shares
|
$1.87 Million
1.47% of portfolio
|
Q2 2025
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
5,994
shares
|
$1.87 Million
0.57% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
5,987
shares
|
$1.87 Million
0.96% of portfolio
|
Q2 2025
Added 11.14%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Aug 12, 2025 Q2 2025 |
5,986
shares
|
$1.87 Million
3.18% of portfolio
|
Q2 2025
Reduced 51.87%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
5,979
shares
|
$1.86 Million
0.81% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
5,960
shares
|
$1.86 Million
6.34% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,950
shares
|
$1.85 Million
0.87% of portfolio
|
Q2 2023
Added 4.85%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
5,949
shares
|
$1.85 Million
1.53% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
5,942
shares
|
$1.85 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
5,938
shares
|
$1.85 Million
2.44% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,936
shares
|
$1.85 Million
1.21% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
5,917
shares
|
$1.84 Million
1.13% of portfolio
|
Q3 2023
Reduced 2.92%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
5,901
shares
|
$1.84 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
5,879
shares
|
$1.83 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
5,876
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Added 172.42%
|