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 4,745 institutions that hold shares in the stock, with a total of 1.95 Billion shares, which have been reported (via 13F filing form) to have a value of $522 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
11,007
shares
|
$2.94 Million
0.68% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Legato Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
10,985
shares
|
$2.94 Million
0.37% of portfolio
|
Q3 2024
Reduced 25.37%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
10,981
shares
|
$2.94 Million
1.12% of portfolio
|
Q4 2024
Added 11.99%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
10,924
shares
|
$2.92 Million
0.65% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jan 02, 2025 Q4 2024 |
10,910
shares
|
$2.92 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
10,906
shares
|
$2.92 Million
2.26% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
10,902
shares
|
$2.91 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
10,890
shares
|
$2.91 Million
0.88% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
10,886
shares
|
$2.91 Million
2.37% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
10,880
shares
|
$2.91 Million
1.19% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
10,873
shares
|
$2.91 Million
1.07% of portfolio
|
Q3 2024
Reduced 31.07%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
10,873
shares
|
$2.91 Million
1.65% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
10,851
shares
|
$2.9 Million
1.42% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
10,842
shares
|
$2.9 Million
0.4% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
10,838
shares
|
$2.9 Million
1.22% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
10,800
shares
|
$2.89 Million
0.37% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
10,787
shares
|
$2.88 Million
0.09% of portfolio
|
Q3 2024
Added 9.84%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
10,762
shares
|
$2.88 Million
2.03% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
10,761
shares
|
$2.88 Million
1.98% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
10,759
shares
|
$2.88 Million
1.49% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
10,755
shares
|
$2.87 Million
0.75% of portfolio
|
Q4 2024
Reduced 14.25%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
10,753
shares
|
$2.87 Million
1.49% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
10,752
shares
|
$2.87 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
10,737
shares
|
$2.87 Million
1.07% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
10,734
shares
|
$2.87 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.4%
|