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 |
|---|---|---|---|---|---|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
1,338
shares
|
$417,121
0.18% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
1,335
shares
|
$416,186
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
1,333
shares
|
$415,562
0.02% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,332
shares
|
$415,251
0.11% of portfolio
|
Q2 2025
Added 113.46%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
1,327
shares
|
$413,692
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Sep 04, 2025 Q2 2025 |
1,321
shares
|
$411,821
0.26% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
1,319
shares
|
$411,198
0.02% of portfolio
|
Q2 2025
Reduced 23.89%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
1,319
shares
|
$411,198
0.43% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
1,318
shares
|
$410,886
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
1,313
shares
|
$409,327
0.17% of portfolio
|
Q2 2025
Added 16.19%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
1,310
shares
|
$408,392
0.31% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Aug 12, 2025 Q2 2025 |
1,305
shares
|
$406,833
0.25% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
1,305
shares
|
$406,833
0.3% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
1,301
shares
|
$405,586
0.26% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Park Circle CO
|
Jul 23, 2025 Q2 2025 |
1,300
shares
|
$405,275
0.33% of portfolio
|
Q1 2024
Reduced 80.88%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,300
shares
|
$405,275
0.68% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
1,299
shares
|
$404,963
0.18% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
1,299
shares
|
$404,963
0.28% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
1,295
shares
|
$403,716
0.1% of portfolio
|
Q2 2025
Added 19.46%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
1,293
shares
|
$403,092
0.14% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
1,291
shares
|
$402,469
0.06% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
1,291
shares
|
$402,469
0.06% of portfolio
|
Q2 2024
Added 4.11%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
1,287
shares
|
$401,222
0.18% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,286
shares
|
$400,910
0.21% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
1,286
shares
|
$400,910
0.28% of portfolio
|
Q2 2025
Added 0.16%
|