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 |
|---|---|---|---|---|---|
|
Cultivar Capital, Inc.
Denton, TX |
Jul 07, 2025 Q2 2025 |
3,832
shares
|
$1.19 Million
1.21% of portfolio
|
Q2 2025
Added 74.18%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
3,824
shares
|
$1.19 Million
0.32% of portfolio
|
Q2 2025
Added 12.01%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
3,823
shares
|
$1.19 Million
0.9% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
3,823
shares
|
$1.19 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
3,811
shares
|
$1.19 Million
0.2% of portfolio
|
Q2 2025
Reduced 29.29%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
3,804
shares
|
$1.19 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
3,803
shares
|
$1.19 Million
2.08% of portfolio
|
Q2 2025
Reduced 11.7%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
3,800
shares
|
$1.18 Million
0.29% of portfolio
|
Q2 2025
Added 111.11%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Aug 13, 2025 Q2 2025 |
3,800
shares
|
$1.18 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
3,795
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2025
Added 85.57%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
3,793
shares
|
$1.18 Million
0.11% of portfolio
|
Q1 2023
Added 2.87%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
3,790
shares
|
$1.18 Million
0.55% of portfolio
|
Q2 2025
Added 51.6%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
3,781
shares
|
$1.18 Million
0.31% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Disciplined Equity Management, Inc.
|
Jul 28, 2025 Q2 2025 |
3,763
shares
|
$1.17 Million
0.64% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
Galibier Capital Management Ltd.
|
Aug 07, 2025 Q2 2025 |
3,760
shares
|
$1.17 Million
0.37% of portfolio
|
Q1 2025
Reduced 28.52%
|
|
|
Port Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,756
shares
|
$1.17 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
3,749
shares
|
$1.17 Million
0.37% of portfolio
|
Q2 2022
Reduced 4.65%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
3,743
shares
|
$1.17 Million
0.45% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
3,741
shares
|
$1.17 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Renaissance Group LLC
Covington, KY |
Aug 11, 2025 Q2 2025 |
3,740
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Aug 14, 2025 Q2 2025 |
3,731
shares
|
$1.16 Million
1.54% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
3,730
shares
|
$1.16 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
3,721
shares
|
$1.16 Million
1.58% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
3,718
shares
|
$1.16 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Ncp Inc.
La Quinta, CA |
Aug 14, 2025 Q2 2025 |
3,718
shares
|
$1.16 Million
1.02% of portfolio
|
Q2 2025
Added 2.09%
|