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 |
|---|---|---|---|---|---|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
1,106
shares
|
$344,795
0.25% of portfolio
|
Q2 2025
Added 15.93%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
1,104
shares
|
$344,172
0.05% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
1,103
shares
|
$343,860
0.15% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,100
shares
|
$342,925
0.13% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Aug 14, 2025 Q2 2025 |
1,100
shares
|
$342,925
0.12% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,100
shares
|
$342,925
0.06% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Zevin Asset Management LLC
|
Aug 06, 2025 Q2 2025 |
1,097
shares
|
$341,989
0.05% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,096
shares
|
$341,678
0.03% of portfolio
|
Q2 2025
Reduced 18.27%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
1,094
shares
|
$341,054
0.1% of portfolio
|
Q2 2025
Reduced 15.19%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
1,093
shares
|
$340,742
0.06% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
1,093
shares
|
$340,742
0.03% of portfolio
|
Q2 2025
Added 62.65%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,091
shares
|
$340,119
0.03% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,091
shares
|
$340,119
0.1% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
Stack Financial Management, Inc
|
Jul 25, 2025 Q2 2025 |
1,091
shares
|
$340,119
0.03% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
1,091
shares
|
$340,119
0.22% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
1,091
shares
|
$340,119
0.15% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
1,089
shares
|
$339,495
0.1% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
1,089
shares
|
$339,495
0.15% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
1,088
shares
|
$339,184
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
1,088
shares
|
$339,184
0.2% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
1,086
shares
|
$338,560
0.12% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 24, 2025 Q2 2025 |
1,079
shares
|
$336,378
0.66% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
1,078
shares
|
$336,066
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
1,078
shares
|
$336,066
0.12% of portfolio
|
Q2 2024
Added 2.6%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
1,076
shares
|
$335,443
0.1% of portfolio
|
Q2 2025
Added 0.56%
|