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 |
|---|---|---|---|---|---|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
1,793
shares
|
$558,967
0.23% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,792
shares
|
$558,656
0.08% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
1,787
shares
|
$557,097
0.06% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1,786
shares
|
$556,785
0.12% of portfolio
|
Q2 2025
Added 94.13%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,783
shares
|
$555,850
0.28% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
1,777
shares
|
$553,979
0.12% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Jul 08, 2025 Q2 2025 |
1,776
shares
|
$553,668
0.93% of portfolio
|
Q2 2025
Reduced 93.31%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
1,774
shares
|
$553,044
0.18% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
1,773
shares
|
$552,732
0.23% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Aug 11, 2025 Q2 2025 |
1,772
shares
|
$552,421
0.22% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Aug 05, 2025 Q2 2025 |
1,771
shares
|
$552,109
0.8% of portfolio
|
Q2 2025
Reduced 81.55%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
1,764
shares
|
$549,927
0.17% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
1,760
shares
|
$548,680
0.16% of portfolio
|
Q2 2025
Added 29.41%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
1,760
shares
|
$548,680
0.32% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
1,758
shares
|
$548,056
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Aug 13, 2025 Q2 2025 |
1,756
shares
|
$547,433
0.33% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
1,751
shares
|
$545,874
0.07% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
1,749
shares
|
$545,250
0.15% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
1,749
shares
|
$545,250
0.31% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
1,748
shares
|
$544,939
0.21% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
1,747
shares
|
$544,627
0.13% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
1,747
shares
|
$544,627
0.16% of portfolio
|
Q2 2025
Added 33.26%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
1,746
shares
|
$544,315
0.17% of portfolio
|
Q1 2025
Reduced 17.64%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
1,744
shares
|
$543,692
0.21% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
1,742
shares
|
$543,068
0.24% of portfolio
|
Q2 2025
Reduced 80.0%
|