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 |
|---|---|---|---|---|---|
|
Kdt Advisors, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
3,712
shares
|
$1.16 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
3,702
shares
|
$1.15 Million
0.14% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
3,699
shares
|
$1.15 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
3,697
shares
|
$1.15 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
3,697
shares
|
$1.15 Million
0.35% of portfolio
|
Q2 2025
Added 250.43%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Jul 22, 2025 Q2 2025 |
3,689
shares
|
$1.15 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
3,688
shares
|
$1.15 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
3,687
shares
|
$1.15 Million
0.42% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
3,684
shares
|
$1.15 Million
0.39% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
3,683
shares
|
$1.15 Million
0.69% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
3,679
shares
|
$1.15 Million
0.46% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
3,677
shares
|
$1.15 Million
0.92% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
3,674
shares
|
$1.15 Million
0.17% of portfolio
|
Q2 2025
Reduced 20.48%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
3,670
shares
|
$1.14 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Aug 11, 2025 Q2 2025 |
3,666
shares
|
$1.14 Million
0.28% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
3,662
shares
|
$1.14 Million
0.44% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
3,658
shares
|
$1.14 Million
0.12% of portfolio
|
Q2 2025
Added 31.82%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
3,655
shares
|
$1.14 Million
0.53% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
3,647
shares
|
$1.14 Million
0.19% of portfolio
|
Q2 2025
Added 31.14%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,638
shares
|
$1.13 Million
0.5% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
3,637
shares
|
$1.13 Million
0.4% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
3,627
shares
|
$1.13 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
3,627
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
3,619
shares
|
$1.13 Million
0.59% of portfolio
|
Q2 2025
Reduced 50.86%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
3,612
shares
|
$1.13 Million
0.13% of portfolio
|
Q2 2025
Added 14.23%
|