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 |
|---|---|---|---|---|---|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
3,609
shares
|
$1.13 Million
0.66% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
3,607
shares
|
$1.12 Million
0.37% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
3,607
shares
|
$1.12 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Humankind Investments LLC
|
Aug 14, 2025 Q2 2025 |
3,604
shares
|
$1.12 Million
0.26% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
3,600
shares
|
$1.12 Million
0.54% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
3,599
shares
|
$1.12 Million
0.81% of portfolio
|
Q1 2025
Reduced 24.42%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
3,595
shares
|
$1.12 Million
0.7% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
3,587
shares
|
$1.12 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
3,583
shares
|
$1.12 Million
0.35% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
3,582
shares
|
$1.12 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
3,576
shares
|
$1.11 Million
0.19% of portfolio
|
Q2 2025
Added 19.12%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
3,575
shares
|
$1.11 Million
0.83% of portfolio
|
Q2 2024
Added 7.52%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
3,562
shares
|
$1.11 Million
0.48% of portfolio
|
Q2 2023
Reduced 0.84%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,559
shares
|
$1.11 Million
0.4% of portfolio
|
Q2 2025
Added 45.03%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
3,559
shares
|
$1.11 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
3,544
shares
|
$1.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 57.4%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
3,538
shares
|
$1.1 Million
0.82% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
3,536
shares
|
$1.1 Million
0.68% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
3,529
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,524
shares
|
$1.1 Million
0.12% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
3,519
shares
|
$1.1 Million
0.38% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,517
shares
|
$1.1 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
3,516
shares
|
$1.1 Million
0.2% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
3,511
shares
|
$1.09 Million
0.47% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Hourglass Capital, LLC
|
Jul 29, 2025 Q2 2025 |
3,506
shares
|
$1.09 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.13%
|