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 |
|---|---|---|---|---|---|
|
Capital Investment Services Of America, Inc.
|
Jul 30, 2025 Q2 2025 |
751
shares
|
$234,124
0.02% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Clark Estates Inc
New York, NY |
Aug 11, 2025 Q2 2025 |
750
shares
|
$233,812
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
749
shares
|
$233,500
0.02% of portfolio
|
Q2 2025
Reduced 44.64%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
743
shares
|
$231,630
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
743
shares
|
$231,630
0.13% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Aug 13, 2025 Q2 2025 |
743
shares
|
$231,630
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jul 25, 2025 Q2 2025 |
741
shares
|
$231,006
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
741
shares
|
$231,006
0.09% of portfolio
|
Q2 2024
Reduced 88.18%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Aug 11, 2025 Q2 2025 |
738
shares
|
$230,071
0.2% of portfolio
|
Q2 2025
Reduced 11.93%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
737
shares
|
$229,759
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
733
shares
|
$228,512
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
732
shares
|
$228,201
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
730
shares
|
$227,577
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jul 16, 2025 Q2 2025 |
728
shares
|
$226,954
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
726
shares
|
$226,330
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
725
shares
|
$226,018
0.0% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
723
shares
|
$225,395
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
723
shares
|
$225,395
0.07% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
721
shares
|
$224,771
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
721
shares
|
$224,771
0.18% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
719
shares
|
$224,148
0.08% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Jul 28, 2025 Q2 2025 |
719
shares
|
$224,148
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
717
shares
|
$223,524
0.04% of portfolio
|
Q2 2025
Reduced 37.11%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
717
shares
|
$223,524
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Renaissance Investment Group LLC
|
Jul 09, 2025 Q2 2025 |
716
shares
|
$223,213
0.05% of portfolio
|
Q2 2025
New holding
|