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 |
|---|---|---|---|---|---|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
5,191
shares
|
$1.62 Million
1.39% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
5,179
shares
|
$1.61 Million
1.07% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
5,178
shares
|
$1.61 Million
0.51% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
5,166
shares
|
$1.61 Million
1.19% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
5,161
shares
|
$1.61 Million
0.93% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
5,148
shares
|
$1.6 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
5,143
shares
|
$1.6 Million
0.86% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
5,137
shares
|
$1.6 Million
0.78% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
5,135
shares
|
$1.6 Million
1.7% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
5,129
shares
|
$1.6 Million
0.47% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
5,115
shares
|
$1.59 Million
0.49% of portfolio
|
Q2 2025
Added 23.61%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
5,113
shares
|
$1.59 Million
0.91% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,098
shares
|
$1.59 Million
0.03% of portfolio
|
Q2 2025
Added 82.59%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
5,090
shares
|
$1.59 Million
0.87% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,088
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
5,078
shares
|
$1.58 Million
0.28% of portfolio
|
Q2 2025
Added 13.05%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
5,069
shares
|
$1.58 Million
1.22% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
5,064
shares
|
$1.58 Million
0.57% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
5,060
shares
|
$1.58 Million
0.03% of portfolio
|
Q2 2025
Added 43.3%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
5,060
shares
|
$1.58 Million
0.37% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
5,060
shares
|
$1.58 Million
0.99% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
5,052
shares
|
$1.57 Million
0.11% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
5,039
shares
|
$1.57 Million
0.31% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
5,026
shares
|
$1.57 Million
0.32% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
5,024
shares
|
$1.57 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.28%
|