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 |
|---|---|---|---|---|---|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
2,256
shares
|
$703,308
0.66% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
2,252
shares
|
$702,061
0.18% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
2,249
shares
|
$701,125
0.33% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
2,248
shares
|
$700,814
0.03% of portfolio
|
Q3 2022
Added 0.4%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
2,248
shares
|
$700,814
0.22% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
2,247
shares
|
$700,502
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
2,245
shares
|
$699,878
0.44% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
2,239
shares
|
$698,008
0.25% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
2,236
shares
|
$697,073
0.18% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
2,233
shares
|
$696,137
0.14% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
2,233
shares
|
$696,137
0.33% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
2,228
shares
|
$694,579
0.12% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
2,227
shares
|
$694,267
0.75% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
2,224
shares
|
$693,332
0.2% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,220
shares
|
$692,085
0.38% of portfolio
|
Q3 2022
Reduced 57.89%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
2,216
shares
|
$690,838
0.39% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
2,210
shares
|
$688,967
0.21% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
2,207
shares
|
$688,032
0.64% of portfolio
|
Q1 2024
Added 7.76%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
2,207
shares
|
$688,032
0.46% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,205
shares
|
$687,408
0.33% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
2,202
shares
|
$686,473
0.35% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,202
shares
|
$686,473
0.07% of portfolio
|
Q3 2023
Reduced 3.8%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
2,201
shares
|
$686,161
0.05% of portfolio
|
Q4 2024
Added 16.52%
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
2,200
shares
|
$685,850
0.3% of portfolio
|
Q2 2025
Added 30.95%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
2,200
shares
|
$685,850
0.25% of portfolio
|
Q2 2025
Added 120.0%
|