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 |
|---|---|---|---|---|---|
|
Brandywine Trust CO
Hockessin, DE |
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$311,750
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
998
shares
|
$311,126
0.13% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
996
shares
|
$310,503
0.12% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Aug 12, 2025 Q2 2025 |
996
shares
|
$310,503
0.47% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Eastover Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
993
shares
|
$309,567
0.13% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jul 29, 2025 Q2 2025 |
993
shares
|
$309,567
0.24% of portfolio
|
Q2 2025
Reduced 51.98%
|
|
|
Aaf Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
989
shares
|
$308,320
0.13% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
988
shares
|
$308,009
0.18% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 22, 2025 Q2 2025 |
987
shares
|
$307,697
0.15% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
986
shares
|
$307,385
0.16% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
985
shares
|
$307,073
0.44% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
984
shares
|
$306,762
0.02% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
980
shares
|
$305,515
0.11% of portfolio
|
Q2 2025
Added 341.44%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
978
shares
|
$304,891
0.16% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
975
shares
|
$303,956
0.11% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Front Street Capital Management, Inc.
|
Aug 15, 2025 Q2 2025 |
974
shares
|
$303,644
0.05% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
973
shares
|
$303,332
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
972
shares
|
$303,021
0.19% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Aug 27, 2025 Q2 2025 |
971
shares
|
$302,709
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
970
shares
|
$302,397
0.15% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
965
shares
|
$300,838
0.23% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
964
shares
|
$300,527
0.1% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
963
shares
|
$300,215
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
963
shares
|
$300,215
0.18% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
962
shares
|
$299,903
0.11% of portfolio
|
Q2 2025
Reduced 44.87%
|