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 |
|---|---|---|---|---|---|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
18,705
shares
|
$5.83 Million
1.45% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Ocean Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
18,686
shares
|
$5.83 Million
1.2% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Ttp Investments, Inc.
|
Jul 11, 2025 Q2 2025 |
18,685
shares
|
$5.83 Million
2.31% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
18,668
shares
|
$5.82 Million
4.28% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
18,651
shares
|
$5.81 Million
2.06% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
18,645
shares
|
$5.81 Million
1.88% of portfolio
|
Q2 2025
Added 26.66%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
18,567
shares
|
$5.79 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
18,547
shares
|
$5.78 Million
2.12% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
18,547
shares
|
$5.78 Million
0.54% of portfolio
|
Q2 2025
Reduced 12.72%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
18,541
shares
|
$5.78 Million
0.19% of portfolio
|
Q3 2022
Reduced 1.62%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
18,507
shares
|
$5.77 Million
0.52% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,474
shares
|
$5.76 Million
0.04% of portfolio
|
Q2 2025
Added 62.71%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
18,440
shares
|
$5.75 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Hedeker Wealth, LLC
|
Aug 08, 2025 Q2 2025 |
18,359
shares
|
$5.72 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
18,338
shares
|
$5.72 Million
5.58% of portfolio
|
Q1 2025
Reduced 24.8%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
18,336
shares
|
$5.72 Million
1.47% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
18,332
shares
|
$5.72 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
18,250
shares
|
$5.69 Million
1.64% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Graybill Bartz & Assoc LTD
|
Jul 31, 2025 Q2 2025 |
18,200
shares
|
$5.67 Million
1.87% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
18,186
shares
|
$5.67 Million
3.48% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
18,181
shares
|
$5.67 Million
1.08% of portfolio
|
Q2 2025
Reduced 23.56%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
18,172
shares
|
$5.67 Million
0.48% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
18,157
shares
|
$5.66 Million
4.0% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
18,131
shares
|
$5.65 Million
1.31% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
18,118
shares
|
$5.65 Million
1.25% of portfolio
|
Q2 2025
Added 0.25%
|