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 |
|---|---|---|---|---|---|
|
Lawson Kroeker Investment Management Inc
|
Jul 25, 2025 Q2 2025 |
1,042
shares
|
$324,843
0.06% of portfolio
|
Q4 2024
Reduced 32.43%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
1,040
shares
|
$324,220
0.19% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,037
shares
|
$323,284
0.06% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
1,030
shares
|
$321,102
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
1,029
shares
|
$320,790
0.19% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
1,027
shares
|
$320,167
0.07% of portfolio
|
Q2 2025
Added 32.52%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
1,026
shares
|
$319,855
0.07% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
1,026
shares
|
$319,855
0.02% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
1,025
shares
|
$319,543
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,024
shares
|
$319,232
0.07% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
1,017
shares
|
$317,049
0.13% of portfolio
|
Q2 2025
Reduced 29.13%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
1,017
shares
|
$317,049
0.19% of portfolio
|
Q1 2025
Added 20.78%
|
|
|
Dash Acquisitions Inc.
|
Jul 28, 2025 Q2 2025 |
1,015
shares
|
$316,426
0.06% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
1,015
shares
|
$316,426
0.19% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
1,015
shares
|
$316,426
0.32% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
1,013
shares
|
$315,802
0.49% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
1,011
shares
|
$315,179
0.17% of portfolio
|
Q1 2025
Added 13.09%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
1,011
shares
|
$315,179
0.14% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
1,010
shares
|
$314,867
0.24% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
1,010
shares
|
$314,867
0.08% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
1,007
shares
|
$313,932
0.09% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
1,007
shares
|
$313,932
0.16% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Cumberland Advisors Inc
|
Aug 07, 2025 Q2 2025 |
1,000
shares
|
$311,750
0.12% of portfolio
|
Q2 2025
Reduced 26.85%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
1,000
shares
|
$311,750
0.05% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Gruss & Co., LLC
|
Aug 04, 2025 Q2 2025 |
1,000
shares
|
$311,750
1.35% of portfolio
|
Q2 2025
Reduced 50.0%
|