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 |
|---|---|---|---|---|---|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
800
shares
|
$249,400
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
800
shares
|
$249,400
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
799
shares
|
$249,088
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Schaeffer Financial LLC
|
Jul 18, 2025 Q2 2025 |
798
shares
|
$248,776
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
798
shares
|
$248,776
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Elefante Mark B
Boston, MA |
Jul 25, 2025 Q2 2025 |
797
shares
|
$248,464
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
794
shares
|
$247,529
0.11% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
791
shares
|
$246,594
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
789
shares
|
$245,970
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
788
shares
|
$245,659
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
784
shares
|
$244,412
0.21% of portfolio
|
Q1 2025
Reduced 34.99%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
784
shares
|
$244,412
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Aug 13, 2025 Q2 2025 |
781
shares
|
$243,476
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Pvg Asset Management Corp
Golden, CO |
Sep 02, 2025 Q2 2025 |
780
shares
|
$243,165
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
779
shares
|
$242,853
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Aug 12, 2025 Q2 2025 |
779
shares
|
$242,853
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Elite Wealth Management, Inc.
|
Jul 24, 2025 Q2 2025 |
773
shares
|
$240,982
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Teramo Advisors, LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
772
shares
|
$240,671
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
771
shares
|
$240,359
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
769
shares
|
$239,735
0.2% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
768
shares
|
$239,424
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
764
shares
|
$238,177
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
764
shares
|
$238,177
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
764
shares
|
$238,177
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Aug 08, 2025 Q2 2025 |
756
shares
|
$235,683
0.09% of portfolio
|
Q2 2025
New holding
|