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 |
|---|---|---|---|---|---|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
15,764
shares
|
$4.91 Million
1.63% of portfolio
|
Q2 2025
Reduced 31.52%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
15,707
shares
|
$4.9 Million
0.53% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
15,691
shares
|
$4.89 Million
0.47% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Aug 04, 2025 Q2 2025 |
15,685
shares
|
$4.89 Million
5.09% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
15,660
shares
|
$4.88 Million
1.75% of portfolio
|
Q2 2025
Added 13.07%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
15,659
shares
|
$4.88 Million
1.99% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
15,638
shares
|
$4.88 Million
2.44% of portfolio
|
Q2 2025
Added 12.36%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
15,632
shares
|
$4.87 Million
1.28% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
15,619
shares
|
$4.87 Million
0.4% of portfolio
|
Q2 2025
Added 15.7%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
15,613
shares
|
$4.87 Million
1.57% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
15,560
shares
|
$4.85 Million
0.69% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
15,560
shares
|
$4.85 Million
1.21% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
15,526
shares
|
$4.84 Million
1.15% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Delta Financial Advisors LLC
|
Aug 07, 2025 Q2 2025 |
15,516
shares
|
$4.84 Million
1.6% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
15,505
shares
|
$4.83 Million
2.27% of portfolio
|
Q2 2023
Reduced 26.95%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
15,504
shares
|
$4.83 Million
0.53% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
15,502
shares
|
$4.83 Million
0.49% of portfolio
|
Q2 2025
Reduced 29.05%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
15,486
shares
|
$4.83 Million
2.84% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
15,481
shares
|
$4.83 Million
0.77% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
15,467
shares
|
$4.82 Million
1.64% of portfolio
|
Q2 2025
Added 16.41%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
15,465
shares
|
$4.82 Million
1.69% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
15,462
shares
|
$4.82 Million
1.15% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
15,462
shares
|
$4.82 Million
0.74% of portfolio
|
Q2 2025
Added 41.81%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
15,443
shares
|
$4.81 Million
2.16% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
15,435
shares
|
$4.81 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.19%
|