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 |
|---|---|---|---|---|---|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Jul 25, 2025 Q2 2025 |
4,376
shares
|
$1.36 Million
0.15% of portfolio
|
Q2 2025
Added 527.83%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
4,376
shares
|
$1.36 Million
0.14% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
4,346
shares
|
$1.35 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
4,346
shares
|
$1.35 Million
0.07% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
4,344
shares
|
$1.35 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,342
shares
|
$1.35 Million
0.22% of portfolio
|
Q2 2024
Added 2.89%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
4,336
shares
|
$1.35 Million
0.57% of portfolio
|
Q2 2025
Added 10.25%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
4,325
shares
|
$1.35 Million
0.49% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
4,323
shares
|
$1.35 Million
1.11% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
4,316
shares
|
$1.35 Million
0.35% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jul 25, 2025 Q2 2025 |
4,300
shares
|
$1.34 Million
0.47% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
4,300
shares
|
$1.34 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Bcm Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
4,293
shares
|
$1.34 Million
0.27% of portfolio
|
Q2 2025
Reduced 29.61%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
4,288
shares
|
$1.34 Million
0.2% of portfolio
|
Q2 2025
Added 31.9%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
4,280
shares
|
$1.33 Million
0.49% of portfolio
|
Q2 2025
Reduced 87.81%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
4,277
shares
|
$1.33 Million
0.36% of portfolio
|
Q2 2025
Added 64.82%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
4,277
shares
|
$1.33 Million
0.91% of portfolio
|
Q2 2025
Added 24.66%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
4,276
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2022
Reduced 2.93%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
4,270
shares
|
$1.33 Million
0.74% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
4,270
shares
|
$1.33 Million
0.23% of portfolio
|
Q2 2025
Added 23.77%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
4,268
shares
|
$1.33 Million
0.62% of portfolio
|
Q2 2024
Added 7.32%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
4,267
shares
|
$1.33 Million
0.42% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
4,266
shares
|
$1.33 Million
0.39% of portfolio
|
Q2 2025
Added 30.22%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
4,265
shares
|
$1.33 Million
0.98% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 11, 2025 Q2 2025 |
4,254
shares
|
$1.33 Million
0.3% of portfolio
|
Q2 2025
Reduced 78.17%
|