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 |
|---|---|---|---|---|---|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
1,664
shares
|
$518,752
0.39% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Aug 15, 2025 Q2 2025 |
1,656
shares
|
$516,258
0.31% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
1,655
shares
|
$515,946
0.22% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,655
shares
|
$515,946
0.1% of portfolio
|
Q1 2025
Added 54.96%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
1,653
shares
|
$515,322
0.27% of portfolio
|
Q2 2025
Reduced 26.14%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
1,649
shares
|
$514,075
0.07% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,644
shares
|
$512,517
0.2% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jul 29, 2025 Q2 2025 |
1,644
shares
|
$512,517
0.3% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Townsend & Associates, Inc
|
Jul 29, 2025 Q2 2025 |
1,643
shares
|
$512,205
0.05% of portfolio
|
Q2 2025
Reduced 83.71%
|
|
|
Elite Life Management LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
1,639
shares
|
$510,958
1.22% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
1,639
shares
|
$510,958
0.34% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
1,638
shares
|
$510,646
0.33% of portfolio
|
Q1 2025
Added 22.42%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
1,637
shares
|
$510,334
0.09% of portfolio
|
Q2 2024
Reduced 23.72%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
1,634
shares
|
$509,399
0.13% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
1,634
shares
|
$509,399
0.39% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
1,631
shares
|
$508,464
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
1,629
shares
|
$507,840
0.13% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Aug 05, 2025 Q2 2025 |
1,629
shares
|
$507,840
1.79% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,627
shares
|
$507,217
2.83% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
1,626
shares
|
$506,905
0.18% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
1,626
shares
|
$506,905
0.24% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,625
shares
|
$506,593
0.17% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
1,621
shares
|
$505,346
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
1,616
shares
|
$503,788
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
1,611
shares
|
$502,229
0.14% of portfolio
|
Q2 2025
Reduced 0.98%
|