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 |
|---|---|---|---|---|---|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
4,803
shares
|
$1.5 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
4,801
shares
|
$1.5 Million
0.35% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
4,800
shares
|
$1.5 Million
0.52% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
4,799
shares
|
$1.5 Million
0.77% of portfolio
|
Q3 2024
Reduced 23.67%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,779
shares
|
$1.49 Million
0.35% of portfolio
|
Q2 2025
Reduced 18.67%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,774
shares
|
$1.49 Million
0.47% of portfolio
|
Q1 2024
Reduced 14.89%
|
|
|
Dempze Nancy E
|
Jul 23, 2025 Q2 2025 |
4,768
shares
|
$1.49 Million
0.87% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
4,763
shares
|
$1.48 Million
0.19% of portfolio
|
Q4 2022
Added 86.49%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
4,754
shares
|
$1.48 Million
0.09% of portfolio
|
Q2 2025
Added 52.71%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
4,731
shares
|
$1.47 Million
0.19% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
4,726
shares
|
$1.47 Million
0.45% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
4,722
shares
|
$1.47 Million
0.23% of portfolio
|
Q4 2023
Added 2.41%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
4,717
shares
|
$1.47 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
4,715
shares
|
$1.47 Million
0.13% of portfolio
|
Q2 2025
Added 18.23%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
4,708
shares
|
$1.47 Million
0.63% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
4,707
shares
|
$1.47 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
4,702
shares
|
$1.47 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
4,702
shares
|
$1.47 Million
0.32% of portfolio
|
Q2 2025
Added 54.62%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
4,701
shares
|
$1.47 Million
0.65% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
4,673
shares
|
$1.46 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
4,670
shares
|
$1.46 Million
0.87% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Salzhauer Michael
|
Aug 14, 2025 Q2 2025 |
4,668
shares
|
$1.46 Million
0.55% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
4,662
shares
|
$1.45 Million
1.01% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
4,642
shares
|
$1.45 Million
0.65% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
4,631
shares
|
$1.44 Million
0.65% of portfolio
|
Q1 2025
Added 1.09%
|