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 |
|---|---|---|---|---|---|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
14,252
shares
|
$4.44 Million
2.95% of portfolio
|
Q2 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
14,240
shares
|
$4.44 Million
1.81% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
14,238
shares
|
$4.44 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
14,216
shares
|
$4.43 Million
0.12% of portfolio
|
Q2 2025
Added 13.68%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
14,184
shares
|
$4.42 Million
1.07% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
14,181
shares
|
$4.42 Million
1.71% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
14,169
shares
|
$4.42 Million
1.75% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jul 22, 2025 Q2 2025 |
14,147
shares
|
$4.41 Million
3.45% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
14,135
shares
|
$4.41 Million
3.17% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jul 30, 2025 Q2 2025 |
14,097
shares
|
$4.39 Million
2.52% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
14,095
shares
|
$4.39 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
First Dallas Securities Inc.
|
Aug 07, 2025 Q2 2025 |
14,076
shares
|
$4.39 Million
1.66% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
14,042
shares
|
$4.38 Million
0.55% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
14,042
shares
|
$4.38 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
14,030
shares
|
$4.37 Million
0.67% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
14,024
shares
|
$4.37 Million
1.81% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
14,022
shares
|
$4.37 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
14,018
shares
|
$4.37 Million
1.26% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
13,984
shares
|
$4.36 Million
1.27% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
13,954
shares
|
$4.35 Million
0.35% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
13,950
shares
|
$4.35 Million
1.16% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
13,942
shares
|
$4.35 Million
2.96% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
13,939
shares
|
$4.35 Million
0.66% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
13,908
shares
|
$4.34 Million
2.53% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
13,905
shares
|
$4.33 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.81%
|