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 |
|---|---|---|---|---|---|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Aug 13, 2025 Q2 2025 |
13,262
shares
|
$4.13 Million
1.32% of portfolio
|
Q2 2025
Added 24.65%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
13,260
shares
|
$4.13 Million
2.29% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
13,256
shares
|
$4.13 Million
2.06% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
13,213
shares
|
$4.12 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
13,182
shares
|
$4.11 Million
1.43% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
13,172
shares
|
$4.11 Million
2.07% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Aug 11, 2025 Q2 2025 |
13,172
shares
|
$4.11 Million
3.07% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
13,147
shares
|
$4.1 Million
1.11% of portfolio
|
Q2 2025
Added 32.97%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
13,130
shares
|
$4.09 Million
1.05% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Chapman Investment Management, LLC
|
Aug 05, 2025 Q2 2025 |
13,121
shares
|
$4.09 Million
2.76% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
13,111
shares
|
$4.09 Million
1.08% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
13,105
shares
|
$4.09 Million
0.37% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
13,089
shares
|
$4.08 Million
1.25% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
13,081
shares
|
$4.08 Million
2.11% of portfolio
|
Q2 2025
Added 16.94%
|
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
13,053
shares
|
$4.07 Million
1.79% of portfolio
|
Q2 2025
Added 20.01%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
13,052
shares
|
$4.07 Million
0.49% of portfolio
|
Q2 2025
Added 31.16%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
13,044
shares
|
$4.07 Million
0.12% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
13,041
shares
|
$4.07 Million
0.2% of portfolio
|
Q4 2024
Added 16.89%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Aug 14, 2025 Q2 2025 |
13,039
shares
|
$4.06 Million
1.27% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
13,026
shares
|
$4.06 Million
0.26% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
13,025
shares
|
$4.06 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Eulav Asset Management
|
Aug 12, 2025 Q2 2025 |
13,000
shares
|
$4.05 Million
0.09% of portfolio
|
Q2 2025
Reduced 13.35%
|
|
|
Ulysses Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,000
shares
|
$4.05 Million
0.39% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
12,980
shares
|
$4.05 Million
0.32% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
12,959
shares
|
$4.04 Million
0.7% of portfolio
|
Q3 2022
Reduced 40.2%
|