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 |
|---|---|---|---|---|---|
|
Dock Street Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
3,505
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2025
Reduced 81.0%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
3,502
shares
|
$1.09 Million
0.49% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Jul 21, 2025 Q2 2025 |
3,498
shares
|
$1.09 Million
0.56% of portfolio
|
Q2 2024
New holding
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
3,491
shares
|
$1.09 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
3,489
shares
|
$1.09 Million
0.56% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,485
shares
|
$1.09 Million
0.14% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
3,482
shares
|
$1.09 Million
0.46% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
3,481
shares
|
$1.09 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
3,480
shares
|
$1.08 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
3,476
shares
|
$1.08 Million
0.36% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
3,475
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2024
Added 48.31%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
3,471
shares
|
$1.08 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
3,466
shares
|
$1.08 Million
0.28% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
3,466
shares
|
$1.08 Million
0.83% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
3,459
shares
|
$1.08 Million
0.16% of portfolio
|
Q2 2025
Reduced 17.99%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
3,458
shares
|
$1.08 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
3,456
shares
|
$1.08 Million
3.21% of portfolio
|
Q1 2025
Reduced 93.97%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
3,451
shares
|
$1.08 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
3,451
shares
|
$1.08 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
3,451
shares
|
$1.08 Million
0.73% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
3,450
shares
|
$1.08 Million
0.36% of portfolio
|
Q2 2024
Reduced 8.73%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Aug 14, 2025 Q2 2025 |
3,450
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
3,448
shares
|
$1.07 Million
0.27% of portfolio
|
Q4 2022
Added 0.29%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
3,447
shares
|
$1.07 Million
0.41% of portfolio
|
Q2 2025
Reduced 21.27%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Aug 07, 2025 Q2 2025 |
3,441
shares
|
$1.07 Million
0.79% of portfolio
|
Q4 2024
New holding
|