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 |
|---|---|---|---|---|---|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
2,490
shares
|
$776,257
0.11% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
2,489
shares
|
$775,945
0.07% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
2,487
shares
|
$775,322
0.08% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,477
shares
|
$772,204
0.45% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
2,477
shares
|
$772,204
0.23% of portfolio
|
Q2 2025
Reduced 26.85%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
2,475
shares
|
$771,581
0.29% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
2,470
shares
|
$770,022
0.47% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
2,468
shares
|
$769,399
0.08% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
2,466
shares
|
$768,775
0.19% of portfolio
|
Q2 2025
Added 21.72%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
2,465
shares
|
$768,463
0.26% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Prospera Capital Management, LLC
Gilbert, AZ |
Aug 28, 2025 Q2 2025 |
2,462
shares
|
$767,528
0.33% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,452
shares
|
$764,411
0.08% of portfolio
|
Q2 2025
Reduced 22.97%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
2,451
shares
|
$764,099
0.46% of portfolio
|
Q1 2025
Reduced 17.47%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
2,450
shares
|
$763,787
0.79% of portfolio
|
Q1 2022
Reduced 2.0%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
2,446
shares
|
$762,540
0.3% of portfolio
|
Q2 2023
Reduced 0.41%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
2,441
shares
|
$760,981
0.08% of portfolio
|
Q2 2025
Added 19.54%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,441
shares
|
$760,981
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,440
shares
|
$760,670
0.62% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
2,439
shares
|
$760,358
0.24% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,438
shares
|
$760,046
0.54% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,437
shares
|
$759,734
0.46% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
2,427
shares
|
$756,617
0.15% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
2,425
shares
|
$755,993
0.09% of portfolio
|
Q2 2025
Added 28.92%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
2,424
shares
|
$755,682
0.07% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,424
shares
|
$755,682
0.08% of portfolio
|
Q2 2025
Reduced 29.96%
|