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 5,339 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 $660 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
246
shares
|
$77,595
0.03% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
242
shares
|
$76,334
0.05% of portfolio
|
Q2 2025
Added 21.0%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
234
shares
|
$73,810
0.01% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
234
shares
|
$73,810
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
222
shares
|
$70,025
0.12% of portfolio
|
Q1 2023
Reduced 99.68%
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
222
shares
|
$70,025
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
218
shares
|
$68,763
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Tanaka Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
217
shares
|
$68,448
0.13% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
217
shares
|
$68,448
0.04% of portfolio
|
Q2 2025
Added 87.07%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
215
shares
|
$67,817
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
209
shares
|
$65,924
0.05% of portfolio
|
Q2 2025
Reduced 45.57%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
203
shares
|
$64,032
0.03% of portfolio
|
Q1 2025
Reduced 99.59%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
202
shares
|
$63,716
0.02% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
201
shares
|
$63,401
0.02% of portfolio
|
Q4 2024
Added 34.0%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
201
shares
|
$63,401
0.03% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
200
shares
|
$63,086
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
189
shares
|
$59,616
0.04% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
186
shares
|
$58,669
0.01% of portfolio
|
Q3 2022
Reduced 11.85%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
185
shares
|
$58,354
0.04% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
184
shares
|
$58,039
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
180
shares
|
$56,777
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
178
shares
|
$56,146
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
163
shares
|
$51,415
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
157
shares
|
$49,522
0.01% of portfolio
|
Q1 2024
Added 227.08%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
157
shares
|
$49,522
0.09% of portfolio
|
Q2 2025
Added 0.64%
|