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 |
|---|---|---|---|---|---|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
4,049
shares
|
$1.26 Million
0.43% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
4,043
shares
|
$1.26 Million
0.88% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
4,040
shares
|
$1.26 Million
0.92% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
4,032
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Added 11.23%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Jul 16, 2025 Q2 2025 |
4,027
shares
|
$1.26 Million
0.73% of portfolio
|
Q2 2025
Reduced 22.44%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
4,024
shares
|
$1.25 Million
0.82% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
4,009
shares
|
$1.25 Million
0.33% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
4,005
shares
|
$1.25 Million
0.24% of portfolio
|
Q2 2025
Added 13.42%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
4,003
shares
|
$1.25 Million
0.29% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Wendell David Associates Inc
|
Jul 29, 2025 Q2 2025 |
4,000
shares
|
$1.25 Million
0.12% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Aug 04, 2025 Q2 2025 |
3,999
shares
|
$1.25 Million
0.66% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
3,996
shares
|
$1.25 Million
0.29% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
3,991
shares
|
$1.24 Million
0.21% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Jul 30, 2025 Q2 2025 |
3,986
shares
|
$1.24 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
3,984
shares
|
$1.24 Million
0.64% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
3,980
shares
|
$1.24 Million
0.8% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
3,976
shares
|
$1.24 Million
0.22% of portfolio
|
Q1 2025
Added 21.22%
|
|
|
Tributary Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
3,975
shares
|
$1.24 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
3,969
shares
|
$1.24 Million
0.21% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
3,964
shares
|
$1.24 Million
0.21% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
3,963
shares
|
$1.24 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
3,957
shares
|
$1.23 Million
0.95% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
3,954
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2025
Added 27.51%
|
|
|
Ninepoint Partners LP
|
Aug 05, 2025 Q2 2025 |
3,946
shares
|
$1.23 Million
0.22% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,941
shares
|
$1.23 Million
0.41% of portfolio
|
Q2 2025
Added 5.43%
|