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 |
|---|---|---|---|---|---|
|
Triune Financial Partners, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
1,611
shares
|
$502,229
0.13% of portfolio
|
Q2 2025
Reduced 18.84%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
1,609
shares
|
$501,605
0.23% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
1,609
shares
|
$501,605
0.1% of portfolio
|
Q2 2025
Reduced 11.4%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
1,608
shares
|
$501,294
0.15% of portfolio
|
Q2 2025
Added 17.2%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
1,607
shares
|
$500,982
0.71% of portfolio
|
Q2 2025
Reduced 26.08%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
1,605
shares
|
$500,358
0.47% of portfolio
|
Q2 2025
Reduced 19.47%
|
|
|
Private Capital Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
1,600
shares
|
$498,800
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
1,599
shares
|
$498,488
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
1,592
shares
|
$496,306
0.0% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Edmp, Inc.
|
Jul 28, 2025 Q2 2025 |
1,589
shares
|
$495,370
0.4% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
1,587
shares
|
$494,747
0.13% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
1,587
shares
|
$494,747
0.25% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
1,586
shares
|
$494,435
0.37% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
1,585
shares
|
$494,123
0.16% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
1,584
shares
|
$493,812
0.27% of portfolio
|
Q2 2025
Added 21.85%
|
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
1,582
shares
|
$493,188
0.13% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
1,582
shares
|
$493,188
0.23% of portfolio
|
Q2 2025
Added 23.4%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,580
shares
|
$492,565
0.18% of portfolio
|
Q1 2025
Added 47.11%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
1,576
shares
|
$491,318
0.33% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
1,575
shares
|
$491,006
0.26% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
1,574
shares
|
$490,694
0.44% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
1,571
shares
|
$489,759
0.02% of portfolio
|
Q2 2025
Reduced 13.25%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Jul 22, 2025 Q2 2025 |
1,566
shares
|
$488,200
0.15% of portfolio
|
Q2 2025
Added 52.63%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
1,563
shares
|
$487,265
0.35% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
1,562
shares
|
$486,953
0.12% of portfolio
|
Q2 2025
Reduced 0.64%
|