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 |
|---|---|---|---|---|---|
|
Rockbridge Capital Management LLC
Alexandria, VA |
Jul 28, 2025 Q2 2025 |
2,424
shares
|
$755,682
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,423
shares
|
$755,370
0.25% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
2,423
shares
|
$755,370
0.54% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,422
shares
|
$755,058
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
2,418
shares
|
$753,811
0.31% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
2,417
shares
|
$753,499
0.57% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
2,415
shares
|
$752,876
1.17% of portfolio
|
Q2 2025
Added 64.85%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,411
shares
|
$751,629
0.05% of portfolio
|
Q2 2024
Added 69.43%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
2,405
shares
|
$749,758
0.01% of portfolio
|
Q2 2025
Reduced 17.5%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
2,401
shares
|
$748,511
0.46% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Cmg Global Holdings, LLC
|
Jul 29, 2025 Q2 2025 |
2,400
shares
|
$748,200
0.4% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
2,399
shares
|
$747,888
0.47% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
2,393
shares
|
$746,017
0.25% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,391
shares
|
$745,394
0.01% of portfolio
|
Q2 2025
Reduced 86.7%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,383
shares
|
$742,900
0.1% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
2,379
shares
|
$741,653
0.2% of portfolio
|
Q4 2022
Added 0.46%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
2,374
shares
|
$740,094
0.38% of portfolio
|
Q2 2025
Added 15.19%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
2,373
shares
|
$739,782
0.24% of portfolio
|
Q1 2024
Added 29.32%
|
|
|
Knuff & CO LLC
Foster City, CA |
Aug 13, 2025 Q2 2025 |
2,369
shares
|
$738,535
0.22% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,360
shares
|
$735,730
0.54% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
2,357
shares
|
$734,794
0.29% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,356
shares
|
$734,483
0.11% of portfolio
|
Q2 2025
Added 17.33%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
2,355
shares
|
$734,171
0.14% of portfolio
|
Q2 2025
Added 135.26%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
2,348
shares
|
$731,989
0.27% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
2,343
shares
|
$730,430
0.1% of portfolio
|
Q2 2025
Reduced 8.41%
|