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 |
|---|---|---|---|---|---|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
2,140
shares
|
$667,145
0.2% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jul 30, 2025 Q2 2025 |
2,138
shares
|
$666,521
0.16% of portfolio
|
Q2 2025
Reduced 12.91%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
2,138
shares
|
$666,521
0.32% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
2,133
shares
|
$664,962
0.18% of portfolio
|
Q2 2025
Reduced 20.56%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
2,122
shares
|
$661,533
0.4% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,120
shares
|
$660,910
0.05% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
2,119
shares
|
$660,598
0.32% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
2,118
shares
|
$660,286
0.24% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
2,117
shares
|
$659,974
0.25% of portfolio
|
Q2 2025
Added 25.04%
|
|
|
Broderick Brian C
|
Jul 23, 2025 Q2 2025 |
2,110
shares
|
$657,792
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
2,110
shares
|
$657,792
0.15% of portfolio
|
Q2 2025
Added 95.55%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,108
shares
|
$657,169
0.32% of portfolio
|
Q3 2023
Reduced 13.07%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
2,107
shares
|
$656,857
0.35% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Aug 22, 2025 Q2 2025 |
2,106
shares
|
$656,545
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
2,100
shares
|
$654,675
0.03% of portfolio
|
Q2 2025
Reduced 80.04%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
2,099
shares
|
$654,363
0.1% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
2,099
shares
|
$654,363
0.12% of portfolio
|
Q2 2025
Reduced 29.73%
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,098
shares
|
$654,051
0.16% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
2,094
shares
|
$652,804
0.22% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jul 28, 2025 Q2 2025 |
2,093
shares
|
$652,492
0.51% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
2,092
shares
|
$652,181
0.09% of portfolio
|
Q3 2023
Reduced 5.98%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
2,091
shares
|
$651,869
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
2,087
shares
|
$650,622
0.28% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
2,087
shares
|
$650,622
0.33% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
2,086
shares
|
$650,310
0.2% of portfolio
|
Q2 2025
Added 8.03%
|