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 |
|---|---|---|---|---|---|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
960
shares
|
$299,280
0.07% of portfolio
|
Q2 2025
Reduced 44.57%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
960
shares
|
$299,280
0.12% of portfolio
|
Q2 2025
Reduced 17.74%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
958
shares
|
$298,656
0.23% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
957
shares
|
$298,344
0.22% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Carroll Investors, Inc
|
Aug 13, 2025 Q2 2025 |
956
shares
|
$298,033
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
955
shares
|
$297,721
0.09% of portfolio
|
Q2 2025
Reduced 22.86%
|
|
|
Check Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
953
shares
|
$297,097
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
952
shares
|
$296,786
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
952
shares
|
$296,786
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
950
shares
|
$296,162
0.07% of portfolio
|
Q3 2023
Reduced 0.84%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
950
shares
|
$296,162
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
949
shares
|
$295,850
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
946
shares
|
$294,915
0.21% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
945
shares
|
$294,603
0.06% of portfolio
|
Q2 2025
Reduced 12.9%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
945
shares
|
$294,603
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Unconventional Investor, LLC
|
Aug 01, 2025 Q2 2025 |
940
shares
|
$293,045
0.15% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
935
shares
|
$291,486
0.11% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Jul 31, 2025 Q2 2025 |
934
shares
|
$291,174
0.01% of portfolio
|
Q2 2025
Reduced 23.57%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
931
shares
|
$290,239
0.05% of portfolio
|
Q4 2022
Added 2.53%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
931
shares
|
$290,239
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Aug 12, 2025 Q2 2025 |
931
shares
|
$290,239
3.05% of portfolio
|
Q2 2025
Reduced 76.56%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
929
shares
|
$289,615
0.08% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
929
shares
|
$289,615
0.17% of portfolio
|
Q2 2024
Added 8.93%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
928
shares
|
$289,304
0.18% of portfolio
|
Q2 2025
Added 78.46%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
926
shares
|
$288,680
0.08% of portfolio
|
Q4 2024
Reduced 12.81%
|