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 |
|---|---|---|---|---|---|
|
New Vernon Investment Management LLC
Highland Park, IL |
Aug 14, 2025 Q2 2025 |
4,253
shares
|
$1.33 Million
1.46% of portfolio
|
Q1 2025
Reduced 96.23%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,246
shares
|
$1.32 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
4,244
shares
|
$1.32 Million
0.08% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
4,240
shares
|
$1.32 Million
1.1% of portfolio
|
Q4 2023
Added 9.96%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,237
shares
|
$1.32 Million
0.59% of portfolio
|
Q4 2021
New holding
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Sep 04, 2025 Q2 2025 |
4,235
shares
|
$1.32 Million
0.06% of portfolio
|
Q2 2025
Reduced 32.76%
|
|
|
Gibraltar Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
4,234
shares
|
$1.32 Million
0.19% of portfolio
|
Q2 2025
Reduced 22.4%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
4,232
shares
|
$1.32 Million
0.52% of portfolio
|
Q2 2025
Added 126.92%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
4,218
shares
|
$1.31 Million
0.35% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Jul 14, 2025 Q2 2025 |
4,217
shares
|
$1.31 Million
0.83% of portfolio
|
Q2 2023
Reduced 8.17%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
4,210
shares
|
$1.31 Million
0.46% of portfolio
|
Q2 2025
Added 18.19%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,209
shares
|
$1.31 Million
0.58% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Tevis Investment Management
|
Aug 01, 2025 Q2 2025 |
4,204
shares
|
$1.31 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
4,198
shares
|
$1.31 Million
0.58% of portfolio
|
Q2 2025
Added 13.67%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
4,194
shares
|
$1.31 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
4,193
shares
|
$1.31 Million
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
4,192
shares
|
$1.31 Million
0.76% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
4,186
shares
|
$1.3 Million
0.77% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
4,184
shares
|
$1.3 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
4,183
shares
|
$1.3 Million
0.57% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
4,177
shares
|
$1.3 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
4,175
shares
|
$1.3 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
4,167
shares
|
$1.3 Million
0.29% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,161
shares
|
$1.3 Million
0.36% of portfolio
|
Q2 2023
Added 5.72%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
4,158
shares
|
$1.3 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.14%
|