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 |
|---|---|---|---|---|---|
|
Gouws Capital LLC
|
Aug 07, 2025 Q2 2025 |
3,433
shares
|
$1.07 Million
0.55% of portfolio
|
Q1 2025
Added 128.87%
|
|
|
Long Road Investment Counsel, LLC
|
Aug 11, 2025 Q2 2025 |
3,432
shares
|
$1.07 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
3,431
shares
|
$1.07 Million
0.26% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
3,416
shares
|
$1.06 Million
0.5% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
3,414
shares
|
$1.06 Million
1.05% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
3,411
shares
|
$1.06 Million
0.4% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
3,411
shares
|
$1.06 Million
0.33% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jul 16, 2025 Q2 2025 |
3,397
shares
|
$1.06 Million
0.75% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
3,390
shares
|
$1.06 Million
0.34% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,382
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Added 16.58%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
3,379
shares
|
$1.05 Million
0.36% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
3,377
shares
|
$1.05 Million
0.23% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
3,373
shares
|
$1.05 Million
0.75% of portfolio
|
Q1 2024
Reduced 5.6%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
3,372
shares
|
$1.05 Million
0.36% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
3,369
shares
|
$1.05 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
3,364
shares
|
$1.05 Million
0.31% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
3,364
shares
|
$1.05 Million
0.22% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
3,357
shares
|
$1.05 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
3,353
shares
|
$1.05 Million
0.52% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
3,348
shares
|
$1.04 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
3,343
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
3,341
shares
|
$1.04 Million
0.58% of portfolio
|
Q4 2024
Reduced 31.79%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,331
shares
|
$1.04 Million
0.3% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
3,327
shares
|
$1.04 Million
0.47% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
3,326
shares
|
$1.04 Million
0.17% of portfolio
|
Q2 2024
Added 6.16%
|