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 |
|---|---|---|---|---|---|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
39,151
shares
|
$12.2 Million
1.93% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
39,058
shares
|
$12.2 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
38,982
shares
|
$12.2 Million
0.9% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
38,903
shares
|
$12.1 Million
4.24% of portfolio
|
Q2 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
38,886
shares
|
$12.1 Million
1.98% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
38,853
shares
|
$12.1 Million
0.5% of portfolio
|
Q3 2022
Reduced 1.42%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
38,691
shares
|
$12.1 Million
2.97% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
38,645
shares
|
$12 Million
0.74% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
38,624
shares
|
$12 Million
0.66% of portfolio
|
Q2 2025
Added 1133.21%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
38,583
shares
|
$12 Million
1.34% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
38,556
shares
|
$12 Million
1.35% of portfolio
|
Q1 2023
Added 0.4%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
38,535
shares
|
$12 Million
0.69% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jul 29, 2025 Q2 2025 |
38,520
shares
|
$12 Million
3.11% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
38,496
shares
|
$12 Million
1.35% of portfolio
|
Q4 2022
Reduced 8.04%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
38,484
shares
|
$12 Million
0.41% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Lathrop Investment Management Corp
|
Aug 04, 2025 Q2 2025 |
38,397
shares
|
$12 Million
2.1% of portfolio
|
Q2 2025
Added 522.02%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
38,347
shares
|
$12 Million
1.24% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
38,323
shares
|
$11.9 Million
2.24% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
38,255
shares
|
$11.9 Million
0.97% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
38,232
shares
|
$11.9 Million
0.17% of portfolio
|
Q3 2022
Reduced 21.68%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
38,208
shares
|
$11.9 Million
0.68% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
38,207
shares
|
$11.9 Million
3.0% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
38,115
shares
|
$11.9 Million
2.7% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
38,003
shares
|
$11.8 Million
5.33% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
37,977
shares
|
$11.8 Million
3.54% of portfolio
|
Q2 2025
Added 1.83%
|