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 |
|---|---|---|---|---|---|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
9,347
shares
|
$2.5 Million
0.65% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
9,344
shares
|
$2.5 Million
0.36% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
9,343
shares
|
$2.5 Million
0.35% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Washington Capital Management Inc
|
Jan 23, 2025 Q4 2024 |
9,340
shares
|
$2.5 Million
1.81% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
9,337
shares
|
$2.5 Million
1.87% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
9,336
shares
|
$2.5 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
9,323
shares
|
$2.49 Million
2.86% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
9,312
shares
|
$2.49 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
9,303
shares
|
$2.49 Million
0.82% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
9,302
shares
|
$2.49 Million
1.25% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
9,276
shares
|
$2.48 Million
0.58% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
9,267
shares
|
$2.48 Million
0.26% of portfolio
|
Q3 2022
Reduced 16.9%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
9,260
shares
|
$2.48 Million
1.74% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
9,257
shares
|
$2.47 Million
0.95% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
9,207
shares
|
$2.46 Million
0.8% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
9,205
shares
|
$2.46 Million
1.3% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
9,205
shares
|
$2.46 Million
0.88% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
9,204
shares
|
$2.46 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
9,177
shares
|
$2.45 Million
0.35% of portfolio
|
Q4 2024
Added 85.54%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
9,145
shares
|
$2.44 Million
1.12% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
9,130
shares
|
$2.44 Million
0.77% of portfolio
|
Q3 2024
Added 22.5%
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,129
shares
|
$2.44 Million
0.24% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
9,129
shares
|
$2.44 Million
0.67% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
9,108
shares
|
$2.43 Million
0.02% of portfolio
|
Q3 2024
Added 16.95%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
9,108
shares
|
$2.43 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.19%
|