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 |
|---|---|---|---|---|---|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
10,083
shares
|
$2.7 Million
0.97% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
10,063
shares
|
$2.69 Million
0.64% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
10,062
shares
|
$2.69 Million
0.38% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
10,059
shares
|
$2.69 Million
0.53% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
10,058
shares
|
$2.69 Million
1.68% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
10,054
shares
|
$2.69 Million
0.42% of portfolio
|
Q3 2024
Added 155.31%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
10,031
shares
|
$2.68 Million
1.05% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,019
shares
|
$2.68 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
United Fire Group Inc
Cedar Rapids, IA |
Feb 13, 2024 Q4 2023 |
10,000
shares
|
$2.67 Million
3.09% of portfolio
|
Q3 2023
Reduced 56.52%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$2.67 Million
1.9% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
9,994
shares
|
$2.67 Million
0.55% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
9,970
shares
|
$2.66 Million
0.7% of portfolio
|
Q3 2024
Added 32.92%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
9,965
shares
|
$2.66 Million
1.26% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
9,948
shares
|
$2.66 Million
0.95% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
9,937
shares
|
$2.66 Million
0.94% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
9,902
shares
|
$2.65 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
9,894
shares
|
$2.64 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Trust Investment Advisors
|
Nov 12, 2024 Q3 2024 |
9,892
shares
|
$2.64 Million
1.37% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
9,871
shares
|
$2.64 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
9,869
shares
|
$2.64 Million
0.22% of portfolio
|
Q3 2024
Reduced 38.1%
|
|
|
Ruffer LLP
|
Nov 08, 2024 Q3 2024 |
9,850
shares
|
$2.63 Million
0.07% of portfolio
|
Q3 2024
Reduced 51.39%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
9,812
shares
|
$2.62 Million
1.54% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
9,811
shares
|
$2.62 Million
1.62% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jan 31, 2025 Q4 2024 |
9,805
shares
|
$2.62 Million
0.45% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
9,790
shares
|
$2.62 Million
1.2% of portfolio
|
Q4 2024
New holding
|