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 |
|---|---|---|---|---|---|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
2,876
shares
|
$896,593
0.34% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
2,874
shares
|
$895,969
0.17% of portfolio
|
Q3 2023
Reduced 2.28%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
2,873
shares
|
$895,657
0.12% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
2,871
shares
|
$895,034
0.69% of portfolio
|
Q2 2025
Added 33.35%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 08, 2025 Q2 2025 |
2,866
shares
|
$893,475
0.62% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
2,865
shares
|
$893,163
0.39% of portfolio
|
Q2 2025
Added 49.14%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,854
shares
|
$889,734
0.07% of portfolio
|
Q4 2024
Reduced 11.8%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
2,854
shares
|
$889,734
0.56% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
2,853
shares
|
$889,422
0.39% of portfolio
|
Q2 2025
Added 26.35%
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,846
shares
|
$887,240
0.98% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
2,845
shares
|
$886,928
0.11% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,844
shares
|
$886,617
0.75% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Diamant Asset Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,843
shares
|
$886,305
0.63% of portfolio
|
Q1 2025
Reduced 41.39%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
2,840
shares
|
$885,370
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
2,837
shares
|
$884,434
0.22% of portfolio
|
Q2 2025
Reduced 74.02%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
2,831
shares
|
$882,564
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,830
shares
|
$882,252
0.12% of portfolio
|
Q2 2024
Added 4.7%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
2,828
shares
|
$881,629
0.21% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
2,826
shares
|
$881,005
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
2,814
shares
|
$877,264
0.58% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
2,813
shares
|
$876,952
0.4% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
2,806
shares
|
$874,770
0.25% of portfolio
|
Q2 2025
Added 18.9%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
2,806
shares
|
$874,770
0.58% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
2,802
shares
|
$873,523
0.64% of portfolio
|
Q1 2024
Reduced 4.14%
|
|
|
Murphy Pohlad Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
2,800
shares
|
$872,900
0.35% of portfolio
|
Q1 2025
Added 14.75%
|