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 |
|---|---|---|---|---|---|
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
5,484
shares
|
$1.71 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
5,481
shares
|
$1.71 Million
0.49% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
5,476
shares
|
$1.71 Million
0.12% of portfolio
|
Q2 2025
Reduced 94.49%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
5,472
shares
|
$1.71 Million
1.27% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
5,456
shares
|
$1.7 Million
1.41% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
5,452
shares
|
$1.7 Million
1.83% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
5,437
shares
|
$1.69 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
5,435
shares
|
$1.69 Million
0.73% of portfolio
|
Q2 2025
Added 39.93%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Aug 12, 2025 Q2 2025 |
5,431
shares
|
$1.69 Million
1.17% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Jul 07, 2025 Q2 2025 |
5,426
shares
|
$1.69 Million
1.52% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
5,425
shares
|
$1.69 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
5,417
shares
|
$1.69 Million
0.23% of portfolio
|
Q2 2025
Added 69.92%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
5,416
shares
|
$1.69 Million
0.31% of portfolio
|
Q2 2025
Added 56.58%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
5,398
shares
|
$1.68 Million
0.54% of portfolio
|
Q1 2024
Added 9.87%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
5,389
shares
|
$1.68 Million
0.39% of portfolio
|
Q2 2025
Added 14.34%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
5,387
shares
|
$1.68 Million
0.09% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Legal Advantage Investments, Inc.
|
Jul 25, 2025 Q2 2025 |
5,378
shares
|
$1.68 Million
0.78% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
5,377
shares
|
$1.68 Million
0.53% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
5,375
shares
|
$1.68 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
5,366
shares
|
$1.67 Million
0.99% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
5,355
shares
|
$1.67 Million
0.35% of portfolio
|
Q2 2025
Reduced 16.86%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
5,355
shares
|
$1.67 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Aug 04, 2025 Q2 2025 |
5,351
shares
|
$1.67 Million
1.76% of portfolio
|
Q2 2025
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
5,350
shares
|
$1.67 Million
1.09% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,349
shares
|
$1.67 Million
0.53% of portfolio
|
Q2 2025
Added 0.15%
|