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 |
|---|---|---|---|---|---|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
1,989
shares
|
$620,070
0.25% of portfolio
|
Q2 2025
Added 72.81%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,985
shares
|
$618,823
0.48% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,983
shares
|
$618,200
0.16% of portfolio
|
Q4 2022
Added 5.31%
|
|
|
Riverstone Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,981
shares
|
$617,576
0.31% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
1,979
shares
|
$616,953
0.1% of portfolio
|
Q2 2025
Added 13.8%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
1,974
shares
|
$615,394
1.8% of portfolio
|
Q1 2025
Added 155.04%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 13, 2025 Q2 2025 |
1,973
shares
|
$615,082
1.74% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Rice Hall James & Associates, LLC
|
Aug 11, 2025 Q2 2025 |
1,970
shares
|
$614,147
0.03% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,970
shares
|
$614,147
0.0% of portfolio
|
Q2 2025
Added 27.51%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
1,968
shares
|
$613,524
0.26% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,967
shares
|
$613,212
0.32% of portfolio
|
Q1 2024
Added 11.32%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,967
shares
|
$613,212
0.17% of portfolio
|
Q2 2025
Reduced 11.16%
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
1,960
shares
|
$611,030
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
1,960
shares
|
$611,030
0.38% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,959
shares
|
$610,718
0.42% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
1,957
shares
|
$610,094
0.04% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
1,957
shares
|
$610,094
0.05% of portfolio
|
Q2 2025
Reduced 28.29%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
1,955
shares
|
$609,471
0.25% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
1,955
shares
|
$609,471
0.38% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
1,954
shares
|
$609,159
0.18% of portfolio
|
Q4 2024
Added 13.74%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
1,954
shares
|
$609,159
0.01% of portfolio
|
Q2 2025
Reduced 72.05%
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
1,943
shares
|
$605,730
0.3% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,942
shares
|
$605,418
0.22% of portfolio
|
Q2 2025
Reduced 63.37%
|
|
|
Ndvr, Inc.
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,938
shares
|
$604,171
0.53% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
1,937
shares
|
$603,859
0.13% of portfolio
|
Q4 2023
Added 5.44%
|