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 |
|---|---|---|---|---|---|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
4,907
shares
|
$1.53 Million
0.36% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,906
shares
|
$1.53 Million
0.38% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
4,905
shares
|
$1.53 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
4,903
shares
|
$1.53 Million
0.41% of portfolio
|
Q2 2024
Added 5.78%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
4,902
shares
|
$1.53 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
4,900
shares
|
$1.53 Million
0.71% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
4,897
shares
|
$1.53 Million
0.49% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
4,896
shares
|
$1.53 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
4,895
shares
|
$1.53 Million
0.16% of portfolio
|
Q2 2025
Added 12.79%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
4,895
shares
|
$1.53 Million
0.52% of portfolio
|
Q2 2025
Added 18.15%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
4,891
shares
|
$1.52 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
4,891
shares
|
$1.52 Million
0.1% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
4,888
shares
|
$1.52 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,881
shares
|
$1.52 Million
0.34% of portfolio
|
Q1 2025
Reduced 13.84%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jul 17, 2025 Q2 2025 |
4,877
shares
|
$1.52 Million
0.92% of portfolio
|
Q2 2025
Added 423.28%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,872
shares
|
$1.52 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
4,869
shares
|
$1.52 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
4,856
shares
|
$1.51 Million
0.28% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Philo Smith Capital Corp
Stamford, CT |
Jul 21, 2025 Q2 2025 |
4,850
shares
|
$1.51 Million
0.39% of portfolio
|
Q4 2024
Reduced 49.21%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
4,842
shares
|
$1.51 Million
0.36% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,834
shares
|
$1.51 Million
0.19% of portfolio
|
Q2 2025
Added 15.51%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Aug 11, 2025 Q2 2025 |
4,830
shares
|
$1.51 Million
0.59% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
4,826
shares
|
$1.5 Million
0.66% of portfolio
|
Q2 2025
Added 45.41%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
4,824
shares
|
$1.5 Million
0.28% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
4,807
shares
|
$1.5 Million
0.11% of portfolio
|
Q2 2025
Added 3.51%
|