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 |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
1,937
shares
|
$603,859
0.41% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
1,936
shares
|
$603,548
0.2% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
Aug 05, 2025 Q2 2025 |
1,932
shares
|
$602,301
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
1,918
shares
|
$597,936
0.34% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jul 10, 2025 Q2 2025 |
1,915
shares
|
$597,001
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
1,913
shares
|
$596,377
0.07% of portfolio
|
Q1 2025
Added 47.49%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
1,913
shares
|
$596,377
0.21% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
1,912
shares
|
$596,066
0.25% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
1,911
shares
|
$595,754
0.09% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
1,909
shares
|
$595,130
0.17% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,902
shares
|
$592,948
0.2% of portfolio
|
Q3 2023
Reduced 17.12%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 13, 2025 Q2 2025 |
1,900
shares
|
$592,325
0.18% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
1,899
shares
|
$592,013
0.39% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
1,899
shares
|
$592,013
0.19% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
1,899
shares
|
$592,013
0.49% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,898
shares
|
$591,701
0.24% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,893
shares
|
$590,142
0.72% of portfolio
|
Q2 2022
Reduced 20.13%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Aug 12, 2025 Q2 2025 |
1,890
shares
|
$589,207
0.13% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
1,889
shares
|
$588,895
0.03% of portfolio
|
Q2 2025
Added 18.58%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,888
shares
|
$588,584
0.15% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Aug 14, 2025 Q2 2025 |
1,888
shares
|
$588,584
6.09% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,885
shares
|
$587,648
0.09% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
1,882
shares
|
$586,713
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
1,881
shares
|
$586,401
0.3% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
1,880
shares
|
$586,090
0.32% of portfolio
|
Q2 2025
Reduced 88.25%
|