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 |
|---|---|---|---|---|---|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
1,415
shares
|
$441,126
0.02% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
1,409
shares
|
$439,255
0.12% of portfolio
|
Q2 2025
Reduced 31.9%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
1,407
shares
|
$438,632
0.16% of portfolio
|
Q2 2025
Reduced 77.1%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
1,406
shares
|
$438,320
0.32% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jul 24, 2025 Q2 2025 |
1,401
shares
|
$436,761
0.23% of portfolio
|
Q2 2025
Added 62.15%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
1,400
shares
|
$436,450
4.71% of portfolio
|
Q2 2023
Reduced 88.66%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,400
shares
|
$436,450
0.25% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Sterling Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,398
shares
|
$435,826
0.29% of portfolio
|
Q1 2024
Added 5.11%
|
|
|
Chiron Capital Management, LLC
|
Aug 11, 2025 Q2 2025 |
1,398
shares
|
$435,826
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,398
shares
|
$435,826
0.33% of portfolio
|
Q2 2024
Added 13.29%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
1,398
shares
|
$435,826
0.49% of portfolio
|
Q2 2025
Added 45.78%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Jul 22, 2025 Q2 2025 |
1,393
shares
|
$434,267
0.27% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
1,392
shares
|
$433,956
0.2% of portfolio
|
Q3 2024
Reduced 33.46%
|
|
|
Northern Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
1,391
shares
|
$433,644
0.24% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
1,390
shares
|
$433,332
0.08% of portfolio
|
Q2 2025
Reduced 46.1%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,388
shares
|
$432,709
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Sicart Associates LLC
|
Jul 18, 2025 Q2 2025 |
1,385
shares
|
$431,773
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
1,382
shares
|
$430,838
0.38% of portfolio
|
Q2 2025
Added 28.56%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
1,382
shares
|
$430,838
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
1,380
shares
|
$430,215
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
1,375
shares
|
$428,656
0.24% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
1,375
shares
|
$428,656
0.29% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
1,372
shares
|
$427,721
0.18% of portfolio
|
Q2 2025
Reduced 40.71%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Jul 30, 2025 Q2 2025 |
1,370
shares
|
$427,097
0.24% of portfolio
|
Q2 2025
Added 22.87%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
1,370
shares
|
$427,097
0.34% of portfolio
|
Q4 2024
New holding
|