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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
20,729
shares
|
$6.46 Million
0.37% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
20,727
shares
|
$6.46 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
20,718
shares
|
$6.46 Million
2.45% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
20,718
shares
|
$6.46 Million
1.98% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
20,705
shares
|
$6.45 Million
0.36% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
20,686
shares
|
$6.45 Million
0.44% of portfolio
|
Q2 2025
Added 22.63%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
20,662
shares
|
$6.44 Million
0.33% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
20,593
shares
|
$6.42 Million
1.29% of portfolio
|
Q4 2023
Added 0.77%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
20,579
shares
|
$6.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
20,554
shares
|
$6.41 Million
0.52% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
20,536
shares
|
$6.4 Million
0.65% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
20,531
shares
|
$6.4 Million
2.24% of portfolio
|
Q2 2025
Added 24.15%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
20,525
shares
|
$6.4 Million
2.15% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
20,511
shares
|
$6.39 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Wilkins Investment Counsel Inc
|
Aug 07, 2025 Q2 2025 |
20,485
shares
|
$6.39 Million
0.86% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
20,399
shares
|
$6.36 Million
1.38% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
20,379
shares
|
$6.35 Million
3.33% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
20,354
shares
|
$6.35 Million
0.58% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
20,270
shares
|
$6.32 Million
1.82% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
20,255
shares
|
$6.31 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
20,252
shares
|
$6.31 Million
0.61% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
20,220
shares
|
$6.3 Million
0.47% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
20,153
shares
|
$6.28 Million
0.33% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
20,132
shares
|
$6.28 Million
1.99% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
20,107
shares
|
$6.27 Million
2.33% of portfolio
|
Q2 2025
Added 4.36%
|