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 |
|---|---|---|---|---|---|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1,561
shares
|
$486,641
0.12% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
1,560
shares
|
$486,330
0.88% of portfolio
|
Q2 2025
Added 32.99%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
1,556
shares
|
$485,083
0.15% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
Freedom Day Solutions, LLC
|
Jul 24, 2025 Q2 2025 |
1,555
shares
|
$484,771
0.12% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Bourne Lent Asset Management Inc
|
Jul 08, 2025 Q2 2025 |
1,550
shares
|
$483,212
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,547
shares
|
$482,277
0.22% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
1,547
shares
|
$482,277
0.19% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
1,547
shares
|
$482,277
0.18% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
1,543
shares
|
$481,030
0.03% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
1,543
shares
|
$481,030
0.05% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,543
shares
|
$481,030
0.35% of portfolio
|
Q2 2025
Added 13.21%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
1,542
shares
|
$480,718
0.07% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
1,541
shares
|
$480,406
0.32% of portfolio
|
Q4 2024
Added 35.53%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
1,540
shares
|
$480,095
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jul 30, 2025 Q2 2025 |
1,539
shares
|
$479,783
0.25% of portfolio
|
Q2 2025
Reduced 31.51%
|
|
|
West Chester Capital Advisors, Inc
|
Aug 13, 2025 Q2 2025 |
1,537
shares
|
$479,159
0.22% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Jul 29, 2025 Q2 2025 |
1,537
shares
|
$479,159
0.12% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
1,535
shares
|
$478,536
0.2% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
1,534
shares
|
$478,224
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,533
shares
|
$477,912
0.13% of portfolio
|
Q2 2022
Added 84.03%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
1,530
shares
|
$476,977
0.47% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
1,527
shares
|
$476,042
0.38% of portfolio
|
Q2 2025
Added 25.99%
|
|
|
Capital Counsel LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,526
shares
|
$475,730
0.02% of portfolio
|
Q2 2025
Reduced 27.64%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,525
shares
|
$475,418
0.14% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,525
shares
|
$475,418
0.27% of portfolio
|
Q4 2024
Reduced 79.83%
|