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 |
|---|---|---|---|---|---|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
4,631
shares
|
$1.44 Million
0.83% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
Profit Investment Management, LLC
|
Jul 11, 2025 Q2 2025 |
4,623
shares
|
$1.44 Million
1.2% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
4,610
shares
|
$1.44 Million
0.15% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
4,606
shares
|
$1.44 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,597
shares
|
$1.43 Million
1.01% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
4,595
shares
|
$1.43 Million
0.4% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
4,588
shares
|
$1.43 Million
0.76% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
4,568
shares
|
$1.42 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
4,564
shares
|
$1.42 Million
0.13% of portfolio
|
Q3 2022
Reduced 0.83%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
4,564
shares
|
$1.42 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
4,559
shares
|
$1.42 Million
0.59% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
4,549
shares
|
$1.42 Million
0.16% of portfolio
|
Q1 2025
Added 8.72%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
4,539
shares
|
$1.42 Million
0.37% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,537
shares
|
$1.41 Million
0.18% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,533
shares
|
$1.41 Million
0.12% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
4,521
shares
|
$1.41 Million
0.52% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,520
shares
|
$1.41 Million
0.42% of portfolio
|
Q1 2025
Reduced 37.86%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
4,519
shares
|
$1.41 Million
0.13% of portfolio
|
Q2 2025
Added 51.75%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
4,515
shares
|
$1.41 Million
0.89% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Kp Management LLC
Edina, MN |
Aug 14, 2025 Q2 2025 |
4,500
shares
|
$1.4 Million
0.27% of portfolio
|
Q2 2025
Added 267.27%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
4,498
shares
|
$1.4 Million
0.59% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
4,498
shares
|
$1.4 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
4,493
shares
|
$1.4 Million
0.55% of portfolio
|
Q2 2025
Added 19.21%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,488
shares
|
$1.4 Million
0.44% of portfolio
|
Q2 2023
Reduced 25.79%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
4,477
shares
|
$1.4 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.95%
|