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 |
|---|---|---|---|---|---|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
926
shares
|
$288,680
0.14% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Sander Capital Advisors Inc
Seattle, WA |
Jul 30, 2025 Q2 2025 |
925
shares
|
$288,368
0.12% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
925
shares
|
$288,368
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jul 25, 2025 Q2 2025 |
924
shares
|
$288,057
0.2% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
923
shares
|
$287,745
0.14% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
923
shares
|
$287,745
0.19% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
921
shares
|
$287,121
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
921
shares
|
$287,121
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
919
shares
|
$286,498
0.23% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
917
shares
|
$285,874
0.2% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Jul 30, 2025 Q2 2025 |
916
shares
|
$285,563
0.15% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
912
shares
|
$284,316
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Reliant Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
911
shares
|
$284,004
0.12% of portfolio
|
Q2 2025
Reduced 14.7%
|
|
|
Hoya Capital Real Estate, LLC
|
Aug 01, 2025 Q2 2025 |
910
shares
|
$283,692
5.0% of portfolio
|
Q4 2024
New holding
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
910
shares
|
$283,692
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
909
shares
|
$283,380
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
908
shares
|
$283,069
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
906
shares
|
$282,445
0.15% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Gator Capital Management, LLC
|
Aug 13, 2025 Q2 2025 |
905
shares
|
$282,133
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
904
shares
|
$281,822
0.11% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
902
shares
|
$281,198
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Aug 05, 2025 Q2 2025 |
900
shares
|
$280,575
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jul 18, 2025 Q2 2025 |
899
shares
|
$280,263
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
899
shares
|
$280,263
0.11% of portfolio
|
Q2 2025
Added 9.37%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
897
shares
|
$279,639
0.1% of portfolio
|
Q2 2025
Reduced 2.07%
|