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 |
|---|---|---|---|---|---|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
10,732
shares
|
$2.87 Million
1.15% of portfolio
|
Q3 2024
Added 96.85%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
10,732
shares
|
$2.87 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Oct 24, 2024 Q3 2024 |
10,718
shares
|
$2.86 Million
1.42% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
10,710
shares
|
$2.86 Million
1.49% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
10,710
shares
|
$2.86 Million
0.72% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,699
shares
|
$2.86 Million
0.05% of portfolio
|
Q3 2024
Reduced 33.41%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Nov 14, 2024 Q3 2024 |
10,680
shares
|
$2.85 Million
0.83% of portfolio
|
Q3 2024
Added 20.61%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,655
shares
|
$2.85 Million
0.27% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
10,634
shares
|
$2.84 Million
1.42% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
10,621
shares
|
$2.84 Million
0.26% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
10,610
shares
|
$2.84 Million
0.82% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
10,597
shares
|
$2.83 Million
0.46% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
10,589
shares
|
$2.83 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
10,587
shares
|
$2.83 Million
0.83% of portfolio
|
Q4 2024
Reduced 23.43%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
10,584
shares
|
$2.83 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
10,583
shares
|
$2.83 Million
0.78% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
10,582
shares
|
$2.83 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
10,581
shares
|
$2.83 Million
1.79% of portfolio
|
Q3 2024
Reduced 15.28%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
10,578
shares
|
$2.83 Million
0.26% of portfolio
|
Q4 2024
Added 20.38%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
10,570
shares
|
$2.83 Million
0.99% of portfolio
|
Q4 2023
Added 1.05%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
10,568
shares
|
$2.82 Million
0.57% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
10,560
shares
|
$2.82 Million
0.7% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
10,542
shares
|
$2.82 Million
0.5% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
10,538
shares
|
$2.82 Million
0.23% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
10,528
shares
|
$2.81 Million
0.53% of portfolio
|
Q4 2024
Added 5.45%
|