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 |
|---|---|---|---|---|---|
|
Bender Robert & Associates
|
Jul 24, 2025 Q2 2025 |
2,570
shares
|
$801,197
0.17% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
2,564
shares
|
$799,327
0.12% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
2,555
shares
|
$796,521
0.16% of portfolio
|
Q2 2025
Added 63.68%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
2,551
shares
|
$795,274
0.1% of portfolio
|
Q2 2025
Added 161.37%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
2,549
shares
|
$794,650
0.07% of portfolio
|
Q3 2024
Added 55.81%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
2,540
shares
|
$791,845
0.3% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 30, 2025 Q2 2025 |
2,539
shares
|
$791,533
0.29% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Manteio Capital LLC
|
Nov 01, 2022 Q3 2022 |
2,538
shares
|
$791,221
25.17% of portfolio
|
Q3 2022
New holding
|
|
|
America First Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,529
shares
|
$788,415
0.16% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,528
shares
|
$788,104
0.07% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
2,527
shares
|
$787,792
0.55% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
2,525
shares
|
$787,168
0.22% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,524
shares
|
$786,857
0.79% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Jul 29, 2025 Q2 2025 |
2,522
shares
|
$786,233
0.45% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
2,522
shares
|
$786,233
0.32% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
2,521
shares
|
$785,921
0.44% of portfolio
|
Q2 2025
Reduced 29.05%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
2,521
shares
|
$785,921
0.67% of portfolio
|
Q1 2025
Reduced 18.65%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
2,520
shares
|
$785,610
0.64% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
2,517
shares
|
$784,674
0.58% of portfolio
|
Q3 2023
Reduced 3.97%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
2,515
shares
|
$784,051
0.36% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
2,508
shares
|
$781,869
0.32% of portfolio
|
Q2 2025
Reduced 17.5%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jul 28, 2025 Q2 2025 |
2,504
shares
|
$780,622
1.92% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,500
shares
|
$779,375
0.06% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
2,495
shares
|
$777,816
0.5% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Arnhold LLC
|
Jul 29, 2025 Q2 2025 |
2,492
shares
|
$776,881
0.07% of portfolio
|
Q3 2023
Added 1.63%
|