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 |
|---|---|---|---|---|---|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
13,899
shares
|
$4.33 Million
0.48% of portfolio
|
Q1 2023
Reduced 7.33%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
13,878
shares
|
$4.33 Million
0.95% of portfolio
|
Q2 2025
Added 23.34%
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
13,858
shares
|
$4.32 Million
1.42% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jul 29, 2025 Q2 2025 |
13,837
shares
|
$4.31 Million
0.47% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
13,834
shares
|
$4.31 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
13,833
shares
|
$4.31 Million
2.23% of portfolio
|
Q2 2025
Reduced 17.23%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
13,815
shares
|
$4.31 Million
1.02% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
13,801
shares
|
$4.3 Million
1.79% of portfolio
|
Q1 2025
Added 31.99%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
13,800
shares
|
$4.3 Million
0.4% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
13,799
shares
|
$4.3 Million
1.28% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
13,751
shares
|
$4.29 Million
1.17% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
13,697
shares
|
$4.27 Million
1.22% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
13,663
shares
|
$4.26 Million
0.7% of portfolio
|
Q2 2025
Reduced 12.08%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
13,647
shares
|
$4.25 Million
0.42% of portfolio
|
Q1 2023
Added 1.49%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
13,640
shares
|
$4.25 Million
0.22% of portfolio
|
Q2 2025
Reduced 54.79%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
13,631
shares
|
$4.25 Million
3.35% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
13,624
shares
|
$4.25 Million
2.38% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
13,622
shares
|
$4.25 Million
1.86% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
13,604
shares
|
$4.24 Million
0.34% of portfolio
|
Q2 2025
Reduced 29.52%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
13,601
shares
|
$4.24 Million
1.54% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Aft, Forsyth & Sober, LLC
|
Aug 14, 2025 Q2 2025 |
13,600
shares
|
$4.24 Million
1.36% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
13,574
shares
|
$4.23 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
13,572
shares
|
$4.23 Million
2.33% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
13,564
shares
|
$4.23 Million
1.12% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
13,550
shares
|
$4.22 Million
1.87% of portfolio
|
Q2 2025
Reduced 2.91%
|