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 |
|---|---|---|---|---|---|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
3,072
shares
|
$957,696
0.95% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
North Point Portfolio Managers Corp
|
Jul 30, 2025 Q2 2025 |
3,069
shares
|
$956,760
0.17% of portfolio
|
Q2 2024
Added 4.49%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3,067
shares
|
$956,137
0.27% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
3,066
shares
|
$955,825
0.71% of portfolio
|
Q1 2025
Reduced 45.23%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
3,061
shares
|
$954,266
0.1% of portfolio
|
Q2 2022
Reduced 16.68%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
3,059
shares
|
$953,643
0.44% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
3,057
shares
|
$953,019
0.45% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
3,056
shares
|
$952,708
0.19% of portfolio
|
Q2 2025
Added 34.45%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
3,054
shares
|
$952,084
0.09% of portfolio
|
Q2 2025
Added 38.82%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
3,053
shares
|
$951,772
0.45% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
3,053
shares
|
$951,772
0.54% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
3,048
shares
|
$950,214
0.47% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
3,037
shares
|
$946,784
0.34% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
3,029
shares
|
$944,290
0.04% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
3,028
shares
|
$943,979
0.17% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
3,027
shares
|
$943,667
0.64% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,025
shares
|
$943,043
0.13% of portfolio
|
Q2 2023
Added 163.04%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,022
shares
|
$942,108
0.34% of portfolio
|
Q4 2022
Added 0.57%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
3,017
shares
|
$940,549
0.15% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Jul 24, 2025 Q2 2025 |
3,016
shares
|
$940,238
0.61% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 13, 2025 Q2 2025 |
3,013
shares
|
$939,302
0.1% of portfolio
|
Q2 2025
Added 24.66%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
3,012
shares
|
$938,991
0.4% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
3,010
shares
|
$938,367
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
3,007
shares
|
$937,432
0.6% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
3,003
shares
|
$936,185
0.34% of portfolio
|
Q2 2025
Added 36.94%
|