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 |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,525
shares
|
$475,418
0.26% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
1,524
shares
|
$475,107
0.73% of portfolio
|
Q2 2025
Reduced 88.17%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
1,524
shares
|
$475,107
0.25% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2025 Q2 2025 |
1,520
shares
|
$473,860
0.23% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Qvr LLC
|
Aug 12, 2025 Q2 2025 |
1,519
shares
|
$473,548
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Baskin Financial Services Inc.
|
Jul 24, 2025 Q2 2025 |
1,518
shares
|
$473,236
0.03% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
1,517
shares
|
$472,924
0.23% of portfolio
|
Q2 2025
Added 12.79%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
1,516
shares
|
$472,613
0.05% of portfolio
|
Q2 2025
Reduced 21.9%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
1,514
shares
|
$471,989
0.42% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
1,511
shares
|
$471,054
0.11% of portfolio
|
Q2 2025
Added 13.27%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
1,507
shares
|
$469,807
0.15% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
1,507
shares
|
$469,807
0.12% of portfolio
|
Q2 2025
Reduced 9.11%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
1,507
shares
|
$469,807
0.27% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,504
shares
|
$468,872
0.03% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
1,504
shares
|
$468,872
0.45% of portfolio
|
Q2 2023
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
1,503
shares
|
$468,560
0.08% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
1,503
shares
|
$468,560
0.1% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
1,502
shares
|
$468,248
0.07% of portfolio
|
Q2 2025
Reduced 22.62%
|
|
|
Highlander Partners, L.P.
|
Aug 05, 2025 Q2 2025 |
1,500
shares
|
$467,625
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Colrain Capital LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
1,500
shares
|
$467,625
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
1,499
shares
|
$467,313
0.39% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,498
shares
|
$467,001
0.19% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 12, 2025 Q2 2025 |
1,497
shares
|
$466,689
0.27% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
1,496
shares
|
$466,378
0.27% of portfolio
|
Q2 2025
Added 77.46%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
1,496
shares
|
$466,378
0.32% of portfolio
|
Q2 2023
New holding
|