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 5,228 institutions that hold shares in the stock, with a total of 2.04 Billion shares, which have been reported (via 13F filing form) to have a value of $594 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
27,997
shares
|
$8.16 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
27,993
shares
|
$8.16 Million
1.89% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
27,987
shares
|
$8.16 Million
1.51% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
27,905
shares
|
$8.13 Million
1.34% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
27,847
shares
|
$8.12 Million
0.98% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
27,820
shares
|
$8.11 Million
2.11% of portfolio
|
Q2 2025
Reduced 16.14%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
27,756
shares
|
$8.09 Million
0.59% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
27,698
shares
|
$8.07 Million
2.5% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
27,689
shares
|
$8.07 Million
1.35% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
27,667
shares
|
$8.06 Million
2.66% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
27,661
shares
|
$8.06 Million
3.97% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
27,625
shares
|
$8.05 Million
2.0% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
27,599
shares
|
$8.04 Million
2.97% of portfolio
|
Q1 2025
Added 9.16%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
27,587
shares
|
$8.04 Million
0.56% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
27,578
shares
|
$8.04 Million
1.8% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
27,568
shares
|
$8.03 Million
0.36% of portfolio
|
Q4 2022
Added 35.89%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
27,510
shares
|
$8.02 Million
1.69% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
27,503
shares
|
$8.02 Million
0.72% of portfolio
|
Q1 2025
Added 545.0%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
27,483
shares
|
$8.01 Million
0.19% of portfolio
|
Q1 2025
Added 101.9%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
27,475
shares
|
$8.01 Million
0.55% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
27,450
shares
|
$8 Million
1.96% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
27,445
shares
|
$8 Million
1.11% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
27,396
shares
|
$7.98 Million
1.91% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
27,360
shares
|
$7.97 Million
1.35% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
27,191
shares
|
$7.92 Million
2.49% of portfolio
|
Q2 2025
Added 0.54%
|