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 |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
18,101
shares
|
$5.64 Million
0.68% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
18,093
shares
|
$5.64 Million
2.02% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
18,088
shares
|
$5.64 Million
1.89% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,075
shares
|
$5.63 Million
0.35% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
18,050
shares
|
$5.63 Million
1.84% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
18,026
shares
|
$5.62 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
17,993
shares
|
$5.61 Million
1.25% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
17,939
shares
|
$5.59 Million
0.97% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
17,934
shares
|
$5.59 Million
1.27% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
17,916
shares
|
$5.59 Million
0.76% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
17,907
shares
|
$5.58 Million
2.13% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
17,904
shares
|
$5.58 Million
1.01% of portfolio
|
Q2 2025
Reduced 13.34%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
17,898
shares
|
$5.58 Million
2.18% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
17,895
shares
|
$5.58 Million
1.45% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
17,889
shares
|
$5.58 Million
0.55% of portfolio
|
Q2 2025
Reduced 17.29%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
17,867
shares
|
$5.57 Million
1.42% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
17,862
shares
|
$5.57 Million
1.79% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
17,856
shares
|
$5.57 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
17,854
shares
|
$5.57 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
17,842
shares
|
$5.56 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
17,837
shares
|
$5.56 Million
1.25% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
17,826
shares
|
$5.56 Million
0.62% of portfolio
|
Q2 2025
Added 13.58%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
17,812
shares
|
$5.55 Million
1.01% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
17,801
shares
|
$5.55 Million
0.2% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
17,768
shares
|
$5.54 Million
2.13% of portfolio
|
Q1 2025
Reduced 1.89%
|