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 |
|---|---|---|---|---|---|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
2,339
shares
|
$729,183
0.06% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
2,328
shares
|
$725,754
0.4% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
2,327
shares
|
$725,442
0.54% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
2,326
shares
|
$725,130
0.21% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Tamar Securities, LLC
|
Aug 11, 2025 Q2 2025 |
2,322
shares
|
$723,883
0.08% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
2,322
shares
|
$723,883
0.11% of portfolio
|
Q2 2025
Added 170.0%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,319
shares
|
$722,948
0.15% of portfolio
|
Q3 2023
Reduced 5.62%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Aug 13, 2025 Q2 2025 |
2,319
shares
|
$722,948
0.02% of portfolio
|
Q2 2025
Reduced 16.7%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
2,317
shares
|
$722,324
0.48% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
2,314
shares
|
$721,389
0.42% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
2,301
shares
|
$717,336
0.11% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
2,296
shares
|
$715,778
0.4% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
2,292
shares
|
$714,531
0.28% of portfolio
|
Q2 2025
Reduced 29.76%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
2,292
shares
|
$714,531
0.2% of portfolio
|
Q2 2025
Reduced 37.07%
|
|
|
Blackstone Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
2,289
shares
|
$713,595
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,287
shares
|
$712,972
0.29% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,286
shares
|
$712,660
0.54% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Keating Investment Counselors Inc
|
Aug 07, 2025 Q2 2025 |
2,285
shares
|
$712,348
0.3% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Gimbal Financial
Carmel, IN |
Jul 30, 2025 Q2 2025 |
2,285
shares
|
$712,348
0.41% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
2,276
shares
|
$709,543
0.73% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
2,274
shares
|
$708,919
0.98% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
2,268
shares
|
$707,049
0.24% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
2,264
shares
|
$705,802
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
2,260
shares
|
$704,555
0.14% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
2,258
shares
|
$703,931
0.58% of portfolio
|
Q2 2025
Added 17.18%
|