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 |
|---|---|---|---|---|---|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jul 15, 2025 Q2 2025 |
1,073
shares
|
$334,507
0.23% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
1,073
shares
|
$334,507
0.27% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
1,069
shares
|
$333,260
0.14% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
1,068
shares
|
$332,949
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
1,068
shares
|
$332,949
0.28% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
1,065
shares
|
$332,013
0.11% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Aug 04, 2025 Q2 2025 |
1,065
shares
|
$332,013
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,064
shares
|
$331,702
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
1,063
shares
|
$331,390
0.19% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
1,060
shares
|
$330,455
0.26% of portfolio
|
Q2 2025
Added 24.41%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
1,060
shares
|
$330,455
0.09% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
1,059
shares
|
$330,143
0.21% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,057
shares
|
$329,519
0.06% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Aug 12, 2025 Q2 2025 |
1,053
shares
|
$328,272
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
1,053
shares
|
$328,272
0.12% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
1,053
shares
|
$328,272
0.28% of portfolio
|
Q2 2025
Reduced 86.04%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
1,051
shares
|
$327,649
0.21% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,050
shares
|
$327,337
0.23% of portfolio
|
Q2 2025
Added 14.5%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
1,050
shares
|
$327,337
0.15% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
1,047
shares
|
$326,402
0.06% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,045
shares
|
$325,778
0.03% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,045
shares
|
$325,778
0.06% of portfolio
|
Q2 2025
Reduced 20.41%
|
|
|
Sfm, LLC
Manchester, NH |
Jul 16, 2025 Q2 2025 |
1,045
shares
|
$325,778
0.19% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
1,043
shares
|
$325,155
0.06% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
1,042
shares
|
$324,843
0.13% of portfolio
|
Q2 2025
Reduced 7.46%
|