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 |
|---|---|---|---|---|---|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
15,415
shares
|
$4.81 Million
1.25% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
15,408
shares
|
$4.8 Million
1.1% of portfolio
|
Q3 2023
Added 2.4%
|
|
|
Martin & CO Inc
Knoxville, TN |
Aug 13, 2025 Q2 2025 |
15,404
shares
|
$4.8 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
15,400
shares
|
$4.8 Million
0.91% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
15,376
shares
|
$4.79 Million
0.7% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
15,358
shares
|
$4.79 Million
1.15% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
15,354
shares
|
$4.79 Million
0.38% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Aug 04, 2025 Q2 2025 |
15,347
shares
|
$4.78 Million
7.04% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
15,344
shares
|
$4.78 Million
2.01% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
15,329
shares
|
$4.78 Million
3.29% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
15,329
shares
|
$4.78 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
15,322
shares
|
$4.78 Million
1.16% of portfolio
|
Q3 2024
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
15,317
shares
|
$4.78 Million
4.63% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
15,309
shares
|
$4.77 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
15,280
shares
|
$4.76 Million
1.72% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
15,259
shares
|
$4.76 Million
0.01% of portfolio
|
Q2 2025
Added 508533.34%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
15,207
shares
|
$4.74 Million
2.47% of portfolio
|
Q2 2025
Added 358.87%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
15,196
shares
|
$4.74 Million
1.51% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
15,189
shares
|
$4.74 Million
1.96% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
15,151
shares
|
$4.72 Million
1.74% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
15,150
shares
|
$4.72 Million
1.12% of portfolio
|
Q2 2025
Added 53.37%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
15,141
shares
|
$4.72 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
15,133
shares
|
$4.72 Million
3.05% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
15,080
shares
|
$4.7 Million
1.2% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
15,034
shares
|
$4.69 Million
1.09% of portfolio
|
Q2 2025
Added 1.63%
|