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 |
|---|---|---|---|---|---|
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
Nov 14, 2023 Q3 2023 |
32,389
shares
|
$10.1 Million
8.3% of portfolio
|
Q3 2023
Added 0.75%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
32,323
shares
|
$10.1 Million
0.68% of portfolio
|
Q2 2025
Added 9.51%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
32,298
shares
|
$10.1 Million
1.8% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
32,275
shares
|
$10.1 Million
0.95% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
32,248
shares
|
$10.1 Million
0.57% of portfolio
|
Q2 2025
Reduced 16.72%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
32,140
shares
|
$10 Million
2.58% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
32,081
shares
|
$10 Million
2.94% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
32,043
shares
|
$9.99 Million
1.95% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Arjuna Capital
|
Aug 13, 2025 Q2 2025 |
32,021
shares
|
$9.98 Million
2.52% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
31,967
shares
|
$9.97 Million
0.28% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
31,964
shares
|
$9.96 Million
4.37% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
31,950
shares
|
$9.96 Million
0.47% of portfolio
|
Q2 2025
Added 76.24%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
31,797
shares
|
$9.91 Million
0.39% of portfolio
|
Q3 2023
Reduced 10.57%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
31,743
shares
|
$9.9 Million
2.98% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
31,689
shares
|
$9.88 Million
1.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
31,688
shares
|
$9.88 Million
1.73% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
31,678
shares
|
$9.88 Million
3.04% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Nat West Group PLC
|
Jul 31, 2025 Q2 2025 |
31,617
shares
|
$9.86 Million
2.71% of portfolio
|
Q2 2025
Reduced 48.71%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
31,601
shares
|
$9.85 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Dcm Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,582
shares
|
$9.85 Million
3.92% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
31,507
shares
|
$9.82 Million
4.57% of portfolio
|
Q3 2024
Reduced 91.73%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
31,485
shares
|
$9.82 Million
1.15% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
31,480
shares
|
$9.81 Million
0.36% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
31,459
shares
|
$9.81 Million
3.02% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
31,432
shares
|
$9.8 Million
0.92% of portfolio
|
Q2 2025
Reduced 84.12%
|