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 |
|---|---|---|---|---|---|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
4,153
shares
|
$1.29 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Merrion Investment Management Co, LLC
|
Aug 07, 2025 Q2 2025 |
4,144
shares
|
$1.29 Million
0.82% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
4,131
shares
|
$1.29 Million
0.69% of portfolio
|
Q2 2025
Reduced 14.35%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,122
shares
|
$1.29 Million
0.18% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
4,120
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2022
Reduced 15.4%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
4,120
shares
|
$1.28 Million
0.38% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
4,115
shares
|
$1.28 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
4,112
shares
|
$1.28 Million
0.37% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
4,110
shares
|
$1.28 Million
0.45% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,107
shares
|
$1.28 Million
0.22% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
4,107
shares
|
$1.28 Million
0.82% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
4,104
shares
|
$1.28 Million
0.39% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
4,101
shares
|
$1.28 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
4,099
shares
|
$1.28 Million
0.17% of portfolio
|
Q2 2025
Added 100.24%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
4,099
shares
|
$1.28 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
4,099
shares
|
$1.28 Million
0.35% of portfolio
|
Q2 2025
Added 140.55%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Aug 14, 2025 Q2 2025 |
4,098
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2025
Reduced 92.63%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
4,097
shares
|
$1.28 Million
0.48% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Davidson Investment Advisors
|
Jul 28, 2025 Q2 2025 |
4,093
shares
|
$1.28 Million
0.06% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,084
shares
|
$1.27 Million
0.6% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
4,083
shares
|
$1.27 Million
0.36% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
4,077
shares
|
$1.27 Million
0.14% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Tikehau Investment Management
Paris, I0 |
Aug 07, 2025 Q2 2025 |
4,070
shares
|
$1.27 Million
1.84% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
4,063
shares
|
$1.27 Million
0.37% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Ecofi Investissements Sa
Nanterre, I0 |
Aug 13, 2025 Q2 2025 |
4,050
shares
|
$1.26 Million
1.29% of portfolio
|
Q2 2025
Reduced 10.99%
|