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 |
|---|---|---|---|---|---|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
3,321
shares
|
$1.04 Million
0.12% of portfolio
|
Q2 2025
Reduced 46.89%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
3,321
shares
|
$1.04 Million
1.08% of portfolio
|
Q2 2025
New holding
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
3,321
shares
|
$1.04 Million
0.4% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
3,317
shares
|
$1.03 Million
0.83% of portfolio
|
Q2 2025
Added 33.27%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
3,314
shares
|
$1.03 Million
0.62% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
3,311
shares
|
$1.03 Million
0.5% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
Aug 13, 2025 Q2 2025 |
3,293
shares
|
$1.03 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
3,292
shares
|
$1.03 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,292
shares
|
$1.03 Million
0.45% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Aug 04, 2025 Q2 2025 |
3,290
shares
|
$1.03 Million
0.37% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
3,288
shares
|
$1.03 Million
0.69% of portfolio
|
Q2 2025
Added 34.59%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jul 25, 2025 Q2 2025 |
3,283
shares
|
$1.02 Million
0.62% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,279
shares
|
$1.02 Million
0.47% of portfolio
|
Q2 2025
Added 241.56%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
3,277
shares
|
$1.02 Million
0.29% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
3,273
shares
|
$1.02 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,272
shares
|
$1.02 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,269
shares
|
$1.02 Million
0.13% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
3,268
shares
|
$1.02 Million
0.44% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Aug 08, 2025 Q2 2025 |
3,265
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
3,265
shares
|
$1.02 Million
0.7% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
3,263
shares
|
$1.02 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 25, 2025 Q2 2025 |
3,262
shares
|
$1.02 Million
0.39% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,261
shares
|
$1.02 Million
0.47% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
3,239
shares
|
$1.01 Million
0.35% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,233
shares
|
$1.01 Million
0.26% of portfolio
|
Q2 2025
Reduced 7.04%
|