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 |
|---|---|---|---|---|---|
|
Chase Investment Counsel Corp
|
Aug 05, 2025 Q2 2025 |
897
shares
|
$279,639
0.08% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
894
shares
|
$278,704
0.17% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Aug 05, 2025 Q2 2025 |
888
shares
|
$276,834
0.2% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
884
shares
|
$275,587
0.07% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
883
shares
|
$275,275
0.08% of portfolio
|
Q2 2025
Reduced 56.42%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Aug 12, 2025 Q2 2025 |
883
shares
|
$275,275
0.26% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
882
shares
|
$274,963
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
871
shares
|
$271,534
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Aug 08, 2025 Q2 2025 |
871
shares
|
$271,534
0.21% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
867
shares
|
$270,287
0.3% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
865
shares
|
$269,663
0.21% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
863
shares
|
$269,040
0.17% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
861
shares
|
$268,416
0.05% of portfolio
|
Q1 2025
Reduced 43.43%
|
|
|
David Kennon Inc
Sarasota, FL |
Jul 16, 2025 Q2 2025 |
861
shares
|
$268,416
0.1% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
858
shares
|
$267,481
0.16% of portfolio
|
Q1 2025
Added 371.43%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
858
shares
|
$267,481
0.15% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
855
shares
|
$266,546
0.1% of portfolio
|
Q2 2025
Added 26.67%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
854
shares
|
$266,234
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Treasure Coast Financial Planning
|
Aug 14, 2025 Q2 2025 |
853
shares
|
$265,922
0.15% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Aug 05, 2025 Q2 2025 |
851
shares
|
$265,299
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Aug 05, 2025 Q2 2025 |
850
shares
|
$264,987
0.13% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Puzo Michael J
|
Jul 23, 2025 Q2 2025 |
850
shares
|
$264,987
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
849
shares
|
$264,675
0.19% of portfolio
|
Q2 2025
Reduced 31.42%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
849
shares
|
$264,675
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
New Jersey Better Educational Savings Trust
|
Aug 05, 2025 Q2 2025 |
847
shares
|
$264,052
0.63% of portfolio
|
Q2 2025
Reduced 71.93%
|