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 |
|---|---|---|---|---|---|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$935,250
0.03% of portfolio
|
Q3 2024
Reduced 62.97%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Aug 13, 2025 Q2 2025 |
3,000
shares
|
$935,250
0.36% of portfolio
|
Q2 2025
Reduced 52.01%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jul 18, 2025 Q2 2025 |
3,000
shares
|
$935,250
0.25% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
2,998
shares
|
$934,626
0.69% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jul 22, 2025 Q2 2025 |
2,995
shares
|
$933,691
0.41% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
2,990
shares
|
$932,132
0.13% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
2,986
shares
|
$930,885
0.6% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,985
shares
|
$930,573
0.22% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
2,984
shares
|
$930,262
0.23% of portfolio
|
Q2 2025
Added 46.27%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
2,984
shares
|
$930,262
0.7% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
2,983
shares
|
$929,950
0.12% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,980
shares
|
$929,015
0.14% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
2,980
shares
|
$929,015
0.84% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
2,976
shares
|
$927,768
0.21% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
2,967
shares
|
$924,962
0.52% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,965
shares
|
$924,338
0.09% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
2,963
shares
|
$923,715
0.28% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
2,962
shares
|
$923,403
0.69% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
2,956
shares
|
$921,533
0.39% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,955
shares
|
$921,221
0.61% of portfolio
|
Q4 2022
Added 7.42%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
2,953
shares
|
$920,597
0.62% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
2,944
shares
|
$917,792
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
2,941
shares
|
$916,856
0.31% of portfolio
|
Q2 2025
Added 22.24%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
2,939
shares
|
$916,233
3.52% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Cap Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,937
shares
|
$915,609
0.09% of portfolio
|
Q2 2025
Added 1.31%
|