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 |
|---|---|---|---|---|---|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
10,527
shares
|
$2.81 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
10,520
shares
|
$2.81 Million
0.41% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
10,503
shares
|
$2.81 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
10,498
shares
|
$2.81 Million
1.02% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
10,456
shares
|
$2.79 Million
1.13% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
10,454
shares
|
$2.79 Million
0.43% of portfolio
|
Q4 2023
Added 5.09%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
10,452
shares
|
$2.79 Million
0.65% of portfolio
|
Q2 2024
Added 18.8%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
10,421
shares
|
$2.79 Million
0.78% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
10,417
shares
|
$2.78 Million
1.22% of portfolio
|
Q2 2023
Reduced 4.95%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
10,408
shares
|
$2.78 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Kidder Stephen W
|
Nov 12, 2024 Q3 2024 |
10,407
shares
|
$2.78 Million
0.66% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
10,405
shares
|
$2.78 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
10,405
shares
|
$2.78 Million
0.15% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
Nov 13, 2024 Q3 2024 |
10,400
shares
|
$2.78 Million
1.5% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
10,388
shares
|
$2.78 Million
0.27% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
10,375
shares
|
$2.77 Million
1.3% of portfolio
|
Q3 2024
Reduced 17.98%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
10,368
shares
|
$2.77 Million
1.47% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 21, 2025 Q4 2024 |
10,365
shares
|
$2.77 Million
1.93% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
10,360
shares
|
$2.77 Million
0.28% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
10,345
shares
|
$2.77 Million
1.41% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
10,338
shares
|
$2.76 Million
1.42% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
10,337
shares
|
$2.76 Million
1.06% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
10,317
shares
|
$2.76 Million
1.27% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
10,310
shares
|
$2.76 Million
1.31% of portfolio
|
Q3 2022
Added 24.07%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10,307
shares
|
$2.76 Million
0.67% of portfolio
|
Q1 2023
Reduced 14.2%
|