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 |
|---|---|---|---|---|---|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jul 29, 2025 Q2 2025 |
1,842
shares
|
$574,243
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
1,841
shares
|
$573,931
0.16% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
1,838
shares
|
$572,996
0.18% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
1,833
shares
|
$571,437
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
1,833
shares
|
$571,437
0.21% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
1,831
shares
|
$570,814
0.08% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
1,824
shares
|
$568,632
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
1,822
shares
|
$568,008
0.76% of portfolio
|
Q1 2025
Reduced 19.27%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
1,821
shares
|
$567,696
0.31% of portfolio
|
Q2 2025
Added 21.81%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,820
shares
|
$567,385
0.12% of portfolio
|
Q2 2025
Reduced 72.06%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
1,819
shares
|
$567,073
0.17% of portfolio
|
Q2 2025
Added 97.72%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jul 22, 2025 Q2 2025 |
1,818
shares
|
$566,761
0.31% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
1,813
shares
|
$565,202
0.01% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
1,813
shares
|
$565,202
0.28% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Aug 12, 2025 Q2 2025 |
1,812
shares
|
$564,891
0.5% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1,810
shares
|
$564,267
0.12% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
1,809
shares
|
$563,955
0.49% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
1,805
shares
|
$562,708
0.2% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
1,804
shares
|
$562,397
0.02% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
1,804
shares
|
$562,397
0.28% of portfolio
|
Q2 2025
Added 26.24%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jul 22, 2025 Q2 2025 |
1,804
shares
|
$562,397
0.4% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
1,799
shares
|
$560,838
0.34% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
1,798
shares
|
$560,526
0.24% of portfolio
|
Q2 2025
Added 111.78%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
1,796
shares
|
$559,903
0.61% of portfolio
|
Q2 2025
Added 16.7%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
1,796
shares
|
$559,903
0.41% of portfolio
|
Q2 2025
Reduced 5.22%
|