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 5,309 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 $612 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
151
shares
|
$44,220
0.03% of portfolio
|
Q1 2025
Reduced 63.88%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
149
shares
|
$43,634
0.02% of portfolio
|
Q4 2024
Reduced 21.16%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
136
shares
|
$39,827
0.05% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
135
shares
|
$39,534
0.01% of portfolio
|
Q2 2025
Added 32.35%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
135
shares
|
$39,534
0.05% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
127
shares
|
$37,191
0.01% of portfolio
|
Q4 2024
Reduced 40.09%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
127
shares
|
$37,191
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
121
shares
|
$35,434
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
120
shares
|
$35,142
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
116
shares
|
$33,970
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
115
shares
|
$33,677
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
111
shares
|
$32,506
0.02% of portfolio
|
Q2 2025
Reduced 64.98%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
102
shares
|
$29,870
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
100
shares
|
$29,285
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
100
shares
|
$29,285
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
98
shares
|
$28,699
0.03% of portfolio
|
Q3 2023
Added 1.03%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
93
shares
|
$27,235
0.01% of portfolio
|
Q1 2025
Reduced 69.81%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
91
shares
|
$26,649
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
90
shares
|
$26,356
0.01% of portfolio
|
Q3 2024
Reduced 88.61%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
87
shares
|
$25,477
0.01% of portfolio
|
Q2 2025
Added 58.18%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
86
shares
|
$25,185
0.0% of portfolio
|
Q2 2024
Reduced 49.11%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
82
shares
|
$24,013
0.01% of portfolio
|
Q4 2024
Added 310.0%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
80
shares
|
$23,428
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
78
shares
|
$22,842
0.02% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
71
shares
|
$20,792
0.01% of portfolio
|
Q2 2025
Reduced 50.69%
|