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 |
|---|---|---|---|---|---|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,745
shares
|
$5.53 Million
0.06% of portfolio
|
Q2 2025
Reduced 14.72%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
17,714
shares
|
$5.52 Million
4.47% of portfolio
|
Q1 2025
Added 66.89%
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
17,708
shares
|
$5.52 Million
1.46% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
17,702
shares
|
$5.52 Million
2.57% of portfolio
|
Q2 2025
Added 155.66%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
17,684
shares
|
$5.51 Million
1.86% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
17,678
shares
|
$5.51 Million
2.31% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
17,665
shares
|
$5.51 Million
2.94% of portfolio
|
Q2 2025
Reduced 15.47%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
17,649
shares
|
$5.5 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
17,607
shares
|
$5.49 Million
1.32% of portfolio
|
Q2 2025
Added 52.84%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
17,596
shares
|
$5.49 Million
1.4% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
17,591
shares
|
$5.48 Million
1.93% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Viewpoint Investment Partners Corp
|
Jul 18, 2025 Q2 2025 |
17,590
shares
|
$5.48 Million
2.85% of portfolio
|
Q2 2025
Added 134.69%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
17,560
shares
|
$5.47 Million
0.6% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
17,557
shares
|
$5.47 Million
1.76% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
17,527
shares
|
$5.46 Million
0.69% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
17,488
shares
|
$5.45 Million
3.11% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
17,466
shares
|
$5.45 Million
1.15% of portfolio
|
Q4 2023
Reduced 2.17%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
17,442
shares
|
$5.44 Million
1.36% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Buckhead Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
17,417
shares
|
$5.43 Million
2.06% of portfolio
|
Q2 2025
Reduced 40.87%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
17,402
shares
|
$5.43 Million
0.55% of portfolio
|
Q2 2025
Reduced 71.38%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
17,395
shares
|
$5.42 Million
3.82% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
17,388
shares
|
$5.42 Million
0.34% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Denali Advisors LLC
|
Jul 30, 2025 Q2 2025 |
17,370
shares
|
$5.42 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
17,364
shares
|
$5.41 Million
1.47% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
17,345
shares
|
$5.41 Million
1.32% of portfolio
|
Q2 2025
Added 7.84%
|