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 |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
1,740
shares
|
$542,445
0.15% of portfolio
|
Q2 2025
Reduced 24.97%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
1,736
shares
|
$541,198
0.31% of portfolio
|
Q1 2023
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
1,732
shares
|
$539,951
0.33% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
1,730
shares
|
$539,327
0.29% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
1,728
shares
|
$538,704
0.17% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
1,728
shares
|
$538,704
0.08% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Jul 25, 2025 Q2 2025 |
1,727
shares
|
$538,392
0.36% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
1,721
shares
|
$536,521
0.03% of portfolio
|
Q2 2025
Added 16.92%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
1,718
shares
|
$535,586
0.13% of portfolio
|
Q2 2025
Added 22.1%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,716
shares
|
$534,963
0.25% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Defender Capital, Llc.
|
Jul 25, 2025 Q2 2025 |
1,709
shares
|
$532,780
0.19% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2025 Q2 2025 |
1,703
shares
|
$530,910
0.25% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
1,702
shares
|
$530,598
0.32% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
1,696
shares
|
$528,728
0.42% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
1,695
shares
|
$528,416
0.15% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
1,694
shares
|
$528,104
0.05% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
1,692
shares
|
$527,481
0.18% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
1,691
shares
|
$527,169
0.23% of portfolio
|
Q1 2025
Reduced 69.48%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
1,691
shares
|
$527,169
0.19% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
1,690
shares
|
$526,857
0.01% of portfolio
|
Q2 2025
Reduced 61.83%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
1,686
shares
|
$525,610
0.32% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
1,685
shares
|
$525,298
0.06% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
1,682
shares
|
$524,363
0.46% of portfolio
|
Q2 2025
Reduced 23.86%
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
1,677
shares
|
$522,804
0.23% of portfolio
|
Q2 2025
Reduced 19.38%
|
|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
1,665
shares
|
$519,063
0.26% of portfolio
|
Q1 2025
Reduced 7.5%
|