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 |
|---|---|---|---|---|---|
|
Sage Private Wealth Group, LLC
|
Jul 29, 2025 Q2 2025 |
4,474
shares
|
$1.39 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
4,471
shares
|
$1.39 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
4,469
shares
|
$1.39 Million
0.16% of portfolio
|
Q2 2025
Added 31.71%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
4,466
shares
|
$1.39 Million
0.13% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
4,456
shares
|
$1.39 Million
1.32% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
4,454
shares
|
$1.39 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
4,451
shares
|
$1.39 Million
0.31% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
4,450
shares
|
$1.39 Million
0.24% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
4,441
shares
|
$1.38 Million
0.27% of portfolio
|
Q2 2025
Added 90.44%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
4,433
shares
|
$1.38 Million
0.45% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
4,433
shares
|
$1.38 Million
1.46% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
4,431
shares
|
$1.38 Million
0.93% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
4,425
shares
|
$1.38 Million
0.22% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
4,418
shares
|
$1.38 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
4,413
shares
|
$1.38 Million
1.23% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
4,405
shares
|
$1.37 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Aug 14, 2025 Q2 2025 |
4,404
shares
|
$1.37 Million
0.44% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
4,392
shares
|
$1.37 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
4,387
shares
|
$1.37 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
4,385
shares
|
$1.37 Million
0.46% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,382
shares
|
$1.37 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
4,380
shares
|
$1.37 Million
0.36% of portfolio
|
Q2 2025
Added 31.33%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,380
shares
|
$1.37 Million
0.53% of portfolio
|
Q3 2022
New holding
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
4,377
shares
|
$1.36 Million
0.23% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
4,376
shares
|
$1.36 Million
0.24% of portfolio
|
Q3 2024
New holding
|