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 |
|---|---|---|---|---|---|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
1,877
shares
|
$585,154
0.2% of portfolio
|
Q1 2024
Added 0.48%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
1,877
shares
|
$585,154
0.41% of portfolio
|
Q2 2025
Added 113.05%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
1,877
shares
|
$585,154
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
1,875
shares
|
$584,531
0.04% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,874
shares
|
$584,219
0.22% of portfolio
|
Q2 2022
Added 401.07%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
1,873
shares
|
$583,907
0.25% of portfolio
|
Q2 2025
Reduced 20.02%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
1,870
shares
|
$582,972
0.23% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
1,869
shares
|
$582,660
0.1% of portfolio
|
Q4 2023
Reduced 2.04%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
1,869
shares
|
$582,660
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Echo45 Advisors LLC
|
Aug 12, 2025 Q2 2025 |
1,868
shares
|
$582,349
0.36% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
1,866
shares
|
$581,725
0.48% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
1,861
shares
|
$580,166
0.17% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,860
shares
|
$579,855
0.22% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
1,860
shares
|
$579,855
0.14% of portfolio
|
Q2 2025
Added 31.36%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
1,859
shares
|
$579,543
0.29% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,856
shares
|
$578,608
0.18% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
1,853
shares
|
$577,672
0.31% of portfolio
|
Q2 2025
Added 66.94%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
1,852
shares
|
$577,361
0.42% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
1,850
shares
|
$576,737
0.2% of portfolio
|
Q2 2024
Reduced 21.81%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
1,849
shares
|
$576,425
0.41% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
1,848
shares
|
$576,114
0.23% of portfolio
|
Q2 2025
Reduced 14.64%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,846
shares
|
$575,490
0.26% of portfolio
|
Q3 2024
Reduced 37.04%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
1,846
shares
|
$575,490
0.41% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
1,845
shares
|
$575,178
0.24% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
1,845
shares
|
$575,178
0.35% of portfolio
|
Q2 2025
Reduced 11.3%
|