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 |
|---|---|---|---|---|---|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
692
shares
|
$215,731
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
678
shares
|
$211,366
0.1% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
654
shares
|
$203,884
0.16% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
651
shares
|
$202,949
0.09% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
634
shares
|
$197,649
0.05% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
631
shares
|
$196,714
0.17% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
631
shares
|
$196,714
0.11% of portfolio
|
Q2 2025
Added 33.12%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
629
shares
|
$196,090
0.14% of portfolio
|
Q3 2023
Reduced 7.36%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
609
shares
|
$189,855
0.07% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
608
shares
|
$189,544
0.14% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
605
shares
|
$188,608
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
600
shares
|
$187,050
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
599
shares
|
$186,738
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
594
shares
|
$185,179
0.13% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
591
shares
|
$184,244
0.21% of portfolio
|
Q1 2025
Added 97.0%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
585
shares
|
$182,373
0.1% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
580
shares
|
$180,815
0.11% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
579
shares
|
$180,503
0.03% of portfolio
|
Q2 2022
Added 60.83%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Aug 13, 2025 Q2 2025 |
576
shares
|
$179,568
0.19% of portfolio
|
Q1 2025
Reduced 43.03%
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
573
shares
|
$178,632
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
570
shares
|
$177,697
0.15% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
569
shares
|
$177,385
0.06% of portfolio
|
Q1 2023
Added 23.97%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
566
shares
|
$176,450
0.03% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
556
shares
|
$173,333
0.0% of portfolio
|
Q2 2025
Reduced 95.65%
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
547
shares
|
$170,527
0.07% of portfolio
|
Q2 2024
Reduced 0.18%
|