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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
10,303
shares
|
$2.75 Million
0.34% of portfolio
|
Q4 2024
Added 55.19%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
10,278
shares
|
$2.75 Million
0.61% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,268
shares
|
$2.74 Million
1.26% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
10,259
shares
|
$2.74 Million
1.34% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
10,228
shares
|
$2.73 Million
0.8% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,225
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2024
Added 107.49%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,219
shares
|
$2.73 Million
0.44% of portfolio
|
Q4 2024
Added 20.54%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
10,215
shares
|
$2.73 Million
1.63% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
10,193
shares
|
$2.72 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
10,185
shares
|
$2.72 Million
0.22% of portfolio
|
Q3 2024
Reduced 27.97%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
10,180
shares
|
$2.72 Million
0.49% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
10,179
shares
|
$2.72 Million
0.42% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
10,175
shares
|
$2.72 Million
0.19% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
10,164
shares
|
$2.72 Million
1.07% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jan 29, 2025 Q4 2024 |
10,139
shares
|
$2.71 Million
3.05% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
10,132
shares
|
$2.71 Million
0.52% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
10,123
shares
|
$2.71 Million
0.33% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
10,116
shares
|
$2.7 Million
1.02% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
10,114
shares
|
$2.7 Million
0.71% of portfolio
|
Q3 2024
Added 24.1%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
10,110
shares
|
$2.7 Million
1.13% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
10,096
shares
|
$2.7 Million
0.65% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
10,094
shares
|
$2.7 Million
0.74% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
10,090
shares
|
$2.7 Million
1.4% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,087
shares
|
$2.7 Million
2.57% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
10,087
shares
|
$2.7 Million
0.3% of portfolio
|
Q4 2024
Added 0.34%
|