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 |
|---|---|---|---|---|---|
|
Thomas Story & Son LLC
Culver, IN |
Aug 08, 2025 Q2 2025 |
3,940
shares
|
$1.23 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
3,940
shares
|
$1.23 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
3,936
shares
|
$1.23 Million
1.9% of portfolio
|
Q2 2025
Reduced 49.91%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
3,922
shares
|
$1.22 Million
0.89% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
3,920
shares
|
$1.22 Million
0.59% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
3,918
shares
|
$1.22 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
3,917
shares
|
$1.22 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,913
shares
|
$1.22 Million
0.15% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
3,913
shares
|
$1.22 Million
1.09% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
3,912
shares
|
$1.22 Million
0.67% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
3,911
shares
|
$1.22 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
3,906
shares
|
$1.22 Million
0.66% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,904
shares
|
$1.22 Million
0.21% of portfolio
|
Q2 2025
Added 17.7%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,903
shares
|
$1.22 Million
0.18% of portfolio
|
Q1 2024
Added 1.11%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
3,889
shares
|
$1.21 Million
0.38% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,889
shares
|
$1.21 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
3,886
shares
|
$1.21 Million
0.9% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
3,879
shares
|
$1.21 Million
0.4% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
3,858
shares
|
$1.2 Million
0.36% of portfolio
|
Q1 2025
Added 88.47%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
3,852
shares
|
$1.2 Million
0.27% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
3,848
shares
|
$1.2 Million
0.82% of portfolio
|
Q2 2025
Reduced 18.47%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
3,847
shares
|
$1.2 Million
0.59% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Goldstream Capital Management LTD
|
Aug 14, 2025 Q2 2025 |
3,841
shares
|
$1.2 Million
0.38% of portfolio
|
Q4 2024
Reduced 57.24%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,837
shares
|
$1.2 Million
0.81% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
3,837
shares
|
$1.2 Million
0.68% of portfolio
|
Q2 2025
Reduced 7.03%
|