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 |
|---|---|---|---|---|---|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
5,344
shares
|
$1.67 Million
0.39% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
5,343
shares
|
$1.67 Million
0.19% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
5,341
shares
|
$1.67 Million
0.49% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
5,335
shares
|
$1.66 Million
0.6% of portfolio
|
Q2 2025
Reduced 17.62%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
5,315
shares
|
$1.66 Million
0.09% of portfolio
|
Q2 2025
Added 14.06%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Aug 05, 2025 Q2 2025 |
5,315
shares
|
$1.66 Million
1.61% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
5,314
shares
|
$1.66 Million
0.3% of portfolio
|
Q2 2025
Added 32.19%
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
5,312
shares
|
$1.66 Million
0.57% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
5,311
shares
|
$1.66 Million
0.65% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
5,293
shares
|
$1.65 Million
0.97% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Ami Asset Management Corp
|
Jul 18, 2025 Q2 2025 |
5,289
shares
|
$1.65 Million
0.09% of portfolio
|
Q2 2025
Reduced 35.52%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
5,272
shares
|
$1.64 Million
0.38% of portfolio
|
Q2 2025
Reduced 29.32%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
5,269
shares
|
$1.64 Million
1.1% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
5,263
shares
|
$1.64 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
5,242
shares
|
$1.63 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
5,240
shares
|
$1.63 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
5,235
shares
|
$1.63 Million
0.99% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
5,226
shares
|
$1.63 Million
0.28% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
5,223
shares
|
$1.63 Million
0.69% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,216
shares
|
$1.63 Million
0.35% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
5,215
shares
|
$1.63 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
5,203
shares
|
$1.62 Million
0.21% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
5,201
shares
|
$1.62 Million
0.09% of portfolio
|
Q3 2022
Reduced 5.18%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
5,201
shares
|
$1.62 Million
0.18% of portfolio
|
Q2 2025
Added 34.22%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
5,198
shares
|
$1.62 Million
0.29% of portfolio
|
Q3 2024
Added 57.56%
|