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 |
|---|---|---|---|---|---|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
5,021
shares
|
$1.57 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
5,013
shares
|
$1.56 Million
0.25% of portfolio
|
Q2 2025
Added 36.15%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
5,010
shares
|
$1.56 Million
1.13% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
5,001
shares
|
$1.56 Million
1.07% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Greenhaven Associates Inc
|
Jul 08, 2025 Q2 2025 |
5,000
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Holowesko Partners Ltd.
Nassau, C5 |
Aug 12, 2025 Q2 2025 |
5,000
shares
|
$1.56 Million
0.54% of portfolio
|
Q1 2025
Reduced 72.83%
|
|
|
Jbf Capital, Inc.
Aspen, CO |
Aug 08, 2025 Q2 2025 |
5,000
shares
|
$1.56 Million
0.24% of portfolio
|
Q1 2022
Reduced 90.0%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
5,000
shares
|
$1.56 Million
1.1% of portfolio
|
Q2 2025
Added 98.57%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
4,999
shares
|
$1.56 Million
0.37% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
4,993
shares
|
$1.56 Million
0.08% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
4,992
shares
|
$1.56 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Wallington Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
4,987
shares
|
$1.55 Million
0.22% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
4,987
shares
|
$1.55 Million
0.69% of portfolio
|
Q1 2024
Reduced 5.91%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
4,986
shares
|
$1.55 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
4,984
shares
|
$1.55 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,980
shares
|
$1.55 Million
0.51% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jul 10, 2025 Q2 2025 |
4,975
shares
|
$1.55 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Benson Investment Management Company, Inc.
|
Jul 24, 2025 Q2 2025 |
4,950
shares
|
$1.54 Million
0.55% of portfolio
|
Q4 2020
Reduced 87.72%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
4,947
shares
|
$1.54 Million
0.8% of portfolio
|
Q2 2025
Added 741.33%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
4,939
shares
|
$1.54 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
4,930
shares
|
$1.54 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
4,919
shares
|
$1.53 Million
0.68% of portfolio
|
Q4 2022
Reduced 3.91%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
4,919
shares
|
$1.53 Million
1.58% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,912
shares
|
$1.53 Million
0.44% of portfolio
|
Q1 2023
Added 14.55%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
4,910
shares
|
$1.53 Million
0.82% of portfolio
|
Q2 2025
Added 0.27%
|