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 |
|---|---|---|---|---|---|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
2,799
shares
|
$872,588
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,796
shares
|
$871,653
0.61% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
2,793
shares
|
$870,717
0.76% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
2,790
shares
|
$869,782
0.33% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
2,782
shares
|
$867,288
0.21% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
2,781
shares
|
$866,976
0.26% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
2,778
shares
|
$866,041
0.28% of portfolio
|
Q3 2023
Added 0.29%
|
|
|
Ariston Services Group
San Diego, CA |
Jul 29, 2025 Q2 2025 |
2,778
shares
|
$866,041
0.57% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
2,777
shares
|
$865,729
0.76% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
2,775
shares
|
$865,106
0.23% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
2,770
shares
|
$863,547
0.58% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
2,769
shares
|
$863,235
0.3% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
2,758
shares
|
$859,806
0.28% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
2,756
shares
|
$859,183
0.58% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,752
shares
|
$857,936
0.44% of portfolio
|
Q2 2025
Reduced 99.66%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
2,752
shares
|
$857,936
0.09% of portfolio
|
Q2 2025
Added 37.33%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
2,752
shares
|
$857,936
0.52% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
2,749
shares
|
$857,000
0.6% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Aug 12, 2025 Q2 2025 |
2,748
shares
|
$856,689
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
2,733
shares
|
$852,012
0.24% of portfolio
|
Q2 2025
Added 20.03%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
2,732
shares
|
$851,701
0.14% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
2,732
shares
|
$851,701
0.22% of portfolio
|
Q1 2025
Reduced 24.57%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
2,722
shares
|
$848,583
0.16% of portfolio
|
Q1 2025
Reduced 32.84%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
2,720
shares
|
$847,960
0.35% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
2,719
shares
|
$847,648
0.13% of portfolio
|
Q2 2025
Reduced 55.22%
|