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 |
|---|---|---|---|---|---|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Aug 05, 2025 Q2 2025 |
1,368
shares
|
$426,474
0.34% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,366
shares
|
$425,850
0.18% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
1,366
shares
|
$425,850
0.37% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Oak Ridge Investments LLC
|
Jul 25, 2025 Q2 2025 |
1,365
shares
|
$425,538
0.03% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
1,365
shares
|
$425,538
0.26% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,364
shares
|
$425,227
0.1% of portfolio
|
Q2 2022
Added 44.64%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,363
shares
|
$424,915
0.06% of portfolio
|
Q3 2023
Reduced 0.22%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 25, 2025 Q2 2025 |
1,359
shares
|
$423,668
0.08% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
1,357
shares
|
$423,044
0.22% of portfolio
|
Q2 2025
Reduced 85.77%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
1,355
shares
|
$422,421
0.16% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
Jul 09, 2025 Q2 2025 |
1,354
shares
|
$422,109
0.27% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Jul 21, 2025 Q2 2025 |
1,351
shares
|
$421,174
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,350
shares
|
$420,862
0.04% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
1,350
shares
|
$420,862
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
1,348
shares
|
$420,239
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
1,347
shares
|
$419,927
0.15% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,345
shares
|
$419,303
0.09% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
1,345
shares
|
$419,303
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
1,343
shares
|
$418,680
0.17% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,342
shares
|
$418,368
0.08% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
1,342
shares
|
$418,368
0.27% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
1,341
shares
|
$418,056
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Aug 04, 2025 Q2 2025 |
1,341
shares
|
$418,056
0.26% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
1,338
shares
|
$417,121
0.19% of portfolio
|
Q2 2025
Reduced 90.64%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
1,338
shares
|
$417,121
0.19% of portfolio
|
Q4 2024
Added 2.14%
|