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 |
|---|---|---|---|---|---|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
2,084
shares
|
$649,687
0.25% of portfolio
|
Q2 2024
Reduced 18.05%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
2,082
shares
|
$649,063
0.31% of portfolio
|
Q2 2025
Added 9.87%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
2,078
shares
|
$647,816
0.0% of portfolio
|
Q2 2025
Reduced 91.74%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
2,073
shares
|
$646,257
0.11% of portfolio
|
Q2 2025
Added 43.76%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
2,069
shares
|
$645,010
0.38% of portfolio
|
Q2 2024
Reduced 8.81%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
2,069
shares
|
$645,010
0.28% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
2,063
shares
|
$643,140
0.14% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,063
shares
|
$643,140
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
2,062
shares
|
$642,828
0.25% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
2,062
shares
|
$642,828
0.02% of portfolio
|
Q2 2024
Reduced 30.92%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
2,062
shares
|
$642,828
0.23% of portfolio
|
Q3 2024
Added 42.9%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
2,058
shares
|
$641,581
0.47% of portfolio
|
Q2 2025
Reduced 26.76%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
2,056
shares
|
$640,958
0.29% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
2,055
shares
|
$640,646
0.06% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,052
shares
|
$639,711
0.29% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
2,052
shares
|
$639,711
0.31% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
2,051
shares
|
$639,399
0.41% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
2,051
shares
|
$639,399
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,047
shares
|
$638,152
0.23% of portfolio
|
Q2 2025
Reduced 39.44%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,045
shares
|
$637,528
0.15% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
2,042
shares
|
$636,593
0.09% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 05, 2025 Q2 2025 |
2,042
shares
|
$636,593
0.27% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
2,036
shares
|
$634,723
0.08% of portfolio
|
Q2 2025
Added 102.59%
|
|
|
Capitol Family Office, Inc.
|
Aug 06, 2025 Q2 2025 |
2,033
shares
|
$633,787
0.77% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2025 Q2 2025 |
2,033
shares
|
$633,787
0.28% of portfolio
|
Q2 2025
Added 1.3%
|