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 |
|---|---|---|---|---|---|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Jul 24, 2025 Q2 2025 |
840
shares
|
$261,870
0.26% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
837
shares
|
$260,934
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
833
shares
|
$259,687
0.11% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
831
shares
|
$259,064
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
831
shares
|
$259,064
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Alamar Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
830
shares
|
$258,752
0.13% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Cardinal Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
830
shares
|
$258,752
0.01% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
829
shares
|
$258,440
0.2% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Aug 08, 2025 Q2 2025 |
827
shares
|
$257,817
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Aug 08, 2025 Q2 2025 |
824
shares
|
$256,882
0.24% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
823
shares
|
$256,570
0.18% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
821
shares
|
$255,946
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
820
shares
|
$255,635
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Capital Management, LLC
|
Jul 14, 2025 Q2 2025 |
817
shares
|
$254,699
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 12, 2025 Q2 2025 |
817
shares
|
$254,699
0.11% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Aug 13, 2025 Q2 2025 |
815
shares
|
$254,076
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
815
shares
|
$254,076
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
811
shares
|
$252,829
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
809
shares
|
$252,205
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
E Cio, Inc.
Madison, WI |
Aug 07, 2025 Q2 2025 |
809
shares
|
$252,205
0.1% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
804
shares
|
$250,647
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
804
shares
|
$250,647
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Aug 13, 2025 Q2 2025 |
803
shares
|
$250,335
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Tran Capital Management, L.P.
|
Jul 14, 2025 Q2 2025 |
801
shares
|
$249,711
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Aug 05, 2025 Q2 2025 |
801
shares
|
$249,711
0.37% of portfolio
|
Q2 2025
New holding
|