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 |
|---|---|---|---|---|---|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
1,496
shares
|
$466,378
0.61% of portfolio
|
Q2 2025
Reduced 73.17%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,495
shares
|
$466,066
0.11% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
1,494
shares
|
$465,754
0.44% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
1,493
shares
|
$465,442
0.37% of portfolio
|
Q2 2025
Reduced 16.17%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
1,489
shares
|
$464,195
0.17% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
1,484
shares
|
$462,637
0.16% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,478
shares
|
$460,766
1.2% of portfolio
|
Q1 2025
New holding
|
|
|
Ddd Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,476
shares
|
$460,143
0.05% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Jag Capital Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,475
shares
|
$459,831
0.05% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
1,475
shares
|
$459,831
0.24% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,474
shares
|
$459,519
0.15% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
1,474
shares
|
$459,519
0.09% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
1,473
shares
|
$459,207
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
1,470
shares
|
$458,272
0.14% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
1,469
shares
|
$457,960
0.11% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
1,461
shares
|
$455,466
0.21% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
1,460
shares
|
$455,155
0.38% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Trevian Wealth Management LLC
|
Jul 24, 2025 Q2 2025 |
1,458
shares
|
$454,531
0.26% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
1,458
shares
|
$454,531
0.21% of portfolio
|
Q2 2025
Added 14.53%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,458
shares
|
$454,531
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Lighthouse Financial LLC
Largo, FL |
Aug 11, 2025 Q2 2025 |
1,457
shares
|
$454,219
0.32% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
1,453
shares
|
$452,972
0.09% of portfolio
|
Q2 2025
Added 14.77%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
1,449
shares
|
$451,725
0.07% of portfolio
|
Q1 2023
Added 3.87%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
1,449
shares
|
$451,725
0.26% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
1,449
shares
|
$451,725
0.28% of portfolio
|
Q1 2025
New holding
|