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 |
|---|---|---|---|---|---|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
2,198
shares
|
$685,226
0.5% of portfolio
|
Q2 2025
Added 34.35%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
2,191
shares
|
$683,044
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Aug 12, 2025 Q2 2025 |
2,190
shares
|
$682,732
0.37% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
2,188
shares
|
$682,109
0.18% of portfolio
|
Q1 2025
Reduced 18.05%
|
|
|
Intrinsic Value Partners, LLC
|
Jul 21, 2025 Q2 2025 |
2,185
shares
|
$681,173
0.58% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
2,185
shares
|
$681,173
0.64% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
2,185
shares
|
$681,173
0.28% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
2,181
shares
|
$679,926
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
2,181
shares
|
$679,926
0.21% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,179
shares
|
$679,303
0.38% of portfolio
|
Q2 2024
Added 5.62%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
2,177
shares
|
$678,679
0.24% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
2,175
shares
|
$678,056
0.16% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
2,174
shares
|
$677,744
0.52% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Tema Etfs LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,173
shares
|
$677,432
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,170
shares
|
$676,497
0.23% of portfolio
|
Q4 2024
Reduced 69.72%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Aug 11, 2025 Q2 2025 |
2,162
shares
|
$674,003
0.4% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
2,158
shares
|
$672,756
0.24% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
2,158
shares
|
$672,756
0.56% of portfolio
|
Q2 2025
Added 18.9%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
2,155
shares
|
$671,821
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
2,154
shares
|
$671,509
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Aug 12, 2025 Q2 2025 |
2,152
shares
|
$670,886
0.99% of portfolio
|
Q2 2025
Added 25.63%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
2,152
shares
|
$670,886
0.48% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
2,151
shares
|
$670,574
0.29% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jul 24, 2025 Q2 2025 |
2,147
shares
|
$669,327
0.35% of portfolio
|
Q2 2025
Reduced 14.15%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
2,145
shares
|
$668,703
0.01% of portfolio
|
Q2 2025
Added 0.33%
|