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 |
|---|---|---|---|---|---|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
3,138
shares
|
$978,271
0.09% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
3,138
shares
|
$978,271
0.74% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
3,135
shares
|
$977,336
0.33% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
3,130
shares
|
$975,777
0.34% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
3,123
shares
|
$973,595
0.36% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
3,111
shares
|
$969,854
0.2% of portfolio
|
Q2 2025
Added 25.8%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
3,103
shares
|
$967,360
0.65% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,100
shares
|
$966,425
0.0% of portfolio
|
Q2 2025
Reduced 22.5%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
3,100
shares
|
$966,425
0.67% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
3,099
shares
|
$966,113
0.33% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
3,098
shares
|
$965,801
0.28% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Washburn Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
3,095
shares
|
$964,866
0.47% of portfolio
|
Q2 2025
Added 21.37%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,095
shares
|
$964,866
1.37% of portfolio
|
Q2 2025
Added 38.23%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
3,095
shares
|
$964,866
0.2% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
3,095
shares
|
$964,866
0.58% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
3,094
shares
|
$964,554
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,091
shares
|
$963,619
0.11% of portfolio
|
Q1 2024
Reduced 5.15%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
3,090
shares
|
$963,307
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,089
shares
|
$962,995
0.15% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
3,088
shares
|
$962,684
0.62% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
3,087
shares
|
$962,372
0.66% of portfolio
|
Q2 2025
Added 23.14%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
3,079
shares
|
$959,878
0.27% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 08, 2025 Q2 2025 |
3,076
shares
|
$958,943
0.69% of portfolio
|
Q2 2025
Reduced 16.5%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
3,076
shares
|
$958,943
0.04% of portfolio
|
Q1 2025
Reduced 48.95%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
3,075
shares
|
$958,631
0.69% of portfolio
|
Q2 2025
Reduced 0.87%
|