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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
27,895
shares
|
$8.7 Million
1.93% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Alta Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
27,878
shares
|
$8.69 Million
0.47% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
27,828
shares
|
$8.68 Million
0.1% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
27,820
shares
|
$8.67 Million
2.11% of portfolio
|
Q2 2025
Reduced 16.14%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
27,667
shares
|
$8.63 Million
2.66% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
27,625
shares
|
$8.61 Million
2.0% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
27,623
shares
|
$8.61 Million
1.62% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
27,568
shares
|
$8.59 Million
0.36% of portfolio
|
Q4 2022
Added 35.89%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
27,524
shares
|
$8.58 Million
4.43% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
27,501
shares
|
$8.57 Million
0.94% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
27,475
shares
|
$8.57 Million
0.55% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
27,466
shares
|
$8.56 Million
0.04% of portfolio
|
Q2 2025
Added 80.8%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
27,450
shares
|
$8.56 Million
1.96% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
27,445
shares
|
$8.56 Million
1.11% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
27,404
shares
|
$8.54 Million
0.33% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
27,396
shares
|
$8.54 Million
1.91% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
27,384
shares
|
$8.54 Million
2.57% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
27,375
shares
|
$8.53 Million
1.38% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
27,360
shares
|
$8.53 Million
1.35% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Aug 13, 2025 Q2 2025 |
27,330
shares
|
$8.52 Million
0.2% of portfolio
|
Q2 2025
Reduced 14.64%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
27,313
shares
|
$8.51 Million
3.34% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
27,191
shares
|
$8.48 Million
2.49% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
27,191
shares
|
$8.48 Million
0.61% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
27,170
shares
|
$8.47 Million
2.97% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Triasima Portfolio Management Inc.
|
Jul 23, 2025 Q2 2025 |
27,154
shares
|
$8.47 Million
1.68% of portfolio
|
Q2 2025
Added 16.25%
|