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 |
|---|---|---|---|---|---|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
16,440
shares
|
$5.13 Million
3.25% of portfolio
|
Q2 2025
Added 81.54%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
16,433
shares
|
$5.12 Million
0.55% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
16,380
shares
|
$5.11 Million
0.63% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
16,351
shares
|
$5.1 Million
1.57% of portfolio
|
Q1 2024
Reduced 30.37%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
16,313
shares
|
$5.09 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
16,298
shares
|
$5.08 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
16,258
shares
|
$5.07 Million
2.56% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
16,231
shares
|
$5.06 Million
0.74% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
16,226
shares
|
$5.06 Million
1.03% of portfolio
|
Q2 2025
Added 242.32%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
16,178
shares
|
$5.04 Million
2.15% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
16,115
shares
|
$5.02 Million
0.53% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
16,110
shares
|
$5.02 Million
2.75% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,104
shares
|
$5.02 Million
0.47% of portfolio
|
Q2 2022
Reduced 27.86%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
16,046
shares
|
$5 Million
0.97% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
15,978
shares
|
$4.98 Million
1.75% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
15,969
shares
|
$4.98 Million
1.38% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
15,959
shares
|
$4.98 Million
0.38% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
15,957
shares
|
$4.97 Million
0.97% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Aug 12, 2025 Q2 2025 |
15,930
shares
|
$4.97 Million
2.54% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
15,927
shares
|
$4.97 Million
0.5% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
15,920
shares
|
$4.96 Million
1.25% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
15,871
shares
|
$4.95 Million
1.85% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
15,870
shares
|
$4.95 Million
3.27% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Dillon & Associates Inc
|
Aug 05, 2025 Q2 2025 |
15,824
shares
|
$4.93 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
15,769
shares
|
$4.92 Million
1.04% of portfolio
|
Q2 2025
New holding
|