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 |
|---|---|---|---|---|---|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
2,652
shares
|
$826,761
0.29% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
2,648
shares
|
$825,514
0.65% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
2,642
shares
|
$823,643
0.41% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
2,640
shares
|
$823,020
0.35% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
2,635
shares
|
$821,461
0.01% of portfolio
|
Q2 2025
Reduced 38.61%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
2,634
shares
|
$821,149
0.54% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
2,624
shares
|
$818,032
0.11% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
2,615
shares
|
$815,226
0.37% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
2,612
shares
|
$814,291
0.17% of portfolio
|
Q1 2023
Added 7.49%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
2,609
shares
|
$813,355
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
2,601
shares
|
$810,861
0.03% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
2,597
shares
|
$809,614
0.36% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Tuttle Capital Management, LLC
|
Jul 28, 2025 Q2 2025 |
2,594
shares
|
$808,679
5.22% of portfolio
|
Q2 2025
Added 14.88%
|
|
|
Moody Aldrich Partners LLC
|
Aug 04, 2025 Q2 2025 |
2,593
shares
|
$808,367
0.16% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
2,593
shares
|
$808,367
0.26% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Hollow Brook Wealth Management LLC
|
Aug 13, 2025 Q2 2025 |
2,592
shares
|
$808,056
0.22% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
2,587
shares
|
$806,497
0.29% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
2,585
shares
|
$805,873
0.78% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
2,581
shares
|
$804,626
0.14% of portfolio
|
Q3 2022
Added 18.34%
|
|
|
Penn Davis Mcfarland Inc
|
Jul 15, 2025 Q2 2025 |
2,580
shares
|
$804,315
0.09% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
2,579
shares
|
$804,003
0.31% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,578
shares
|
$803,691
0.2% of portfolio
|
Q2 2025
Added 64.41%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
2,573
shares
|
$802,132
0.15% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
2,573
shares
|
$802,132
0.28% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
2,571
shares
|
$801,509
0.31% of portfolio
|
Q2 2025
Reduced 1.42%
|