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 |
|---|---|---|---|---|---|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
17,331
shares
|
$5.4 Million
1.96% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
17,306
shares
|
$5.4 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
17,305
shares
|
$5.39 Million
2.7% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
17,265
shares
|
$5.38 Million
4.47% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
17,239
shares
|
$5.37 Million
1.34% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
17,235
shares
|
$5.37 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
17,221
shares
|
$5.37 Million
1.32% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
17,213
shares
|
$5.37 Million
1.08% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
17,204
shares
|
$5.36 Million
2.38% of portfolio
|
Q1 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
17,174
shares
|
$5.35 Million
0.67% of portfolio
|
Q2 2025
Reduced 19.99%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
17,154
shares
|
$5.35 Million
1.31% of portfolio
|
Q1 2025
Reduced 12.84%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
17,143
shares
|
$5.34 Million
0.62% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
17,141
shares
|
$5.34 Million
0.74% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
17,139
shares
|
$5.34 Million
0.93% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
17,046
shares
|
$5.31 Million
0.4% of portfolio
|
Q2 2023
Added 1.12%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
17,011
shares
|
$5.3 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Tairen Capital LTD
Grand Cayman, E9 |
Aug 12, 2025 Q2 2025 |
17,000
shares
|
$5.3 Million
0.66% of portfolio
|
Q2 2025
Reduced 71.18%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
16,994
shares
|
$5.3 Million
2.94% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
16,981
shares
|
$5.29 Million
1.3% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
16,962
shares
|
$5.29 Million
0.95% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
16,922
shares
|
$5.28 Million
4.47% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2025 Q2 2025 |
16,921
shares
|
$5.28 Million
0.46% of portfolio
|
Q2 2025
Added 1895.4%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
16,915
shares
|
$5.27 Million
0.75% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
16,913
shares
|
$5.27 Million
1.41% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
16,907
shares
|
$5.27 Million
0.67% of portfolio
|
Q2 2025
Reduced 3.2%
|