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 |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
331
shares
|
$103,189
0.03% of portfolio
|
Q2 2025
Added 47.11%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
327
shares
|
$101,942
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
323
shares
|
$100,695
0.04% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
316
shares
|
$98,513
0.0% of portfolio
|
Q1 2025
Added 393.75%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
313
shares
|
$97,577
0.05% of portfolio
|
Q2 2025
Reduced 18.91%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
313
shares
|
$97,577
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
311
shares
|
$96,954
0.04% of portfolio
|
Q4 2024
Reduced 87.06%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
304
shares
|
$94,772
0.03% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
300
shares
|
$93,525
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
293
shares
|
$91,342
0.0% of portfolio
|
Q2 2025
Added 18.62%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
290
shares
|
$90,407
0.04% of portfolio
|
Q2 2022
Reduced 47.75%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
289
shares
|
$90,095
0.02% of portfolio
|
Q1 2025
Added 970.37%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Jul 23, 2025 Q2 2025 |
280
shares
|
$87,290
0.0% of portfolio
|
Q4 2024
Reduced 79.41%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
279
shares
|
$86,978
0.04% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
278
shares
|
$86,666
0.07% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
265
shares
|
$82,613
0.02% of portfolio
|
Q2 2024
Added 430.0%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
265
shares
|
$82,613
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
260
shares
|
$81,055
0.05% of portfolio
|
Q3 2022
Added 0.78%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
256
shares
|
$79,808
0.04% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
246
shares
|
$76,690
0.03% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
242
shares
|
$75,443
0.05% of portfolio
|
Q2 2025
Added 21.0%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
234
shares
|
$72,949
0.01% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
234
shares
|
$72,949
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
222
shares
|
$69,208
0.12% of portfolio
|
Q1 2023
Reduced 99.68%
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
222
shares
|
$69,208
0.18% of portfolio
|
Q2 2025
New holding
|