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 |
|---|---|---|---|---|---|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
2,934
shares
|
$914,674
0.24% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
2,931
shares
|
$913,739
0.49% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Aug 13, 2025 Q2 2025 |
2,928
shares
|
$912,804
0.08% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
2,928
shares
|
$912,804
0.51% of portfolio
|
Q2 2025
Reduced 22.21%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
2,923
shares
|
$911,245
0.17% of portfolio
|
Q1 2025
Reduced 19.92%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
2,922
shares
|
$910,933
0.25% of portfolio
|
Q2 2025
Added 37.18%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
2,919
shares
|
$909,998
0.46% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,913
shares
|
$908,127
0.35% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
2,910
shares
|
$907,192
0.41% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,909
shares
|
$906,880
0.34% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
2,908
shares
|
$906,569
0.3% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
2,903
shares
|
$905,010
0.01% of portfolio
|
Q1 2025
Added 26.05%
|
|
|
Westwood Wealth Management
|
Aug 05, 2025 Q2 2025 |
2,902
shares
|
$904,698
0.29% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 13, 2025 Q2 2025 |
2,899
shares
|
$903,763
0.21% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
2,897
shares
|
$903,139
0.29% of portfolio
|
Q1 2025
Added 18.97%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,897
shares
|
$903,139
0.13% of portfolio
|
Q2 2025
Added 182.36%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,894
shares
|
$902,204
0.11% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,893
shares
|
$901,892
0.28% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
2,892
shares
|
$901,581
0.52% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Shikiar Asset Management Inc
|
Jul 24, 2025 Q2 2025 |
2,891
shares
|
$901,269
0.23% of portfolio
|
Q2 2025
Added 20.91%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
2,888
shares
|
$900,334
0.05% of portfolio
|
Q4 2023
Reduced 4.18%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
2,885
shares
|
$899,398
0.1% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
2,881
shares
|
$898,151
0.45% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
2,879
shares
|
$897,528
0.26% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
2,877
shares
|
$896,904
0.13% of portfolio
|
Q2 2025
Reduced 6.23%
|