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 |
|---|---|---|---|---|---|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
2,717
shares
|
$847,024
0.32% of portfolio
|
Q2 2025
Reduced 25.36%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
2,717
shares
|
$847,024
0.97% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
2,712
shares
|
$845,466
0.14% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
2,711
shares
|
$845,154
0.2% of portfolio
|
Q2 2025
Added 12.86%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
2,710
shares
|
$844,842
0.51% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
2,703
shares
|
$842,660
0.09% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
2,702
shares
|
$842,348
0.1% of portfolio
|
Q2 2022
Reduced 13.98%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
2,702
shares
|
$842,348
0.3% of portfolio
|
Q2 2025
Added 34.56%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
2,697
shares
|
$840,789
0.58% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
2,696
shares
|
$840,478
0.12% of portfolio
|
Q2 2022
Reduced 94.14%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
2,680
shares
|
$835,490
0.6% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
2,679
shares
|
$835,178
1.0% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
2,676
shares
|
$834,243
0.05% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
2,675
shares
|
$833,931
0.42% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
2,675
shares
|
$833,931
0.54% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,674
shares
|
$833,619
0.23% of portfolio
|
Q1 2025
Added 29.12%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
2,674
shares
|
$833,619
0.37% of portfolio
|
Q2 2025
Added 14.42%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
2,673
shares
|
$833,307
0.18% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,672
shares
|
$832,996
0.24% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
2,666
shares
|
$831,125
0.49% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,662
shares
|
$829,878
0.59% of portfolio
|
Q2 2025
Reduced 85.6%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
2,661
shares
|
$829,566
0.58% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
2,657
shares
|
$828,319
0.18% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
2,655
shares
|
$827,696
0.13% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,653
shares
|
$827,072
0.27% of portfolio
|
Q2 2025
Added 0.57%
|