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 |
|---|---|---|---|---|---|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
9,107
shares
|
$2.43 Million
0.95% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
9,082
shares
|
$2.43 Million
0.16% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
9,060
shares
|
$2.42 Million
0.24% of portfolio
|
Q3 2023
Reduced 5.59%
|
|
|
Terril Brothers, Inc.
|
Nov 04, 2024 Q3 2024 |
9,055
shares
|
$2.42 Million
0.68% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Solitude Financial Services
|
Oct 30, 2024 Q3 2024 |
9,019
shares
|
$2.41 Million
0.81% of portfolio
|
Q3 2024
Added 29.6%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
9,018
shares
|
$2.41 Million
0.2% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
8,991
shares
|
$2.4 Million
0.43% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Aug 23, 2024 Q2 2024 |
8,985
shares
|
$2.4 Million
1.48% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
8,982
shares
|
$2.4 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
8,981
shares
|
$2.4 Million
1.56% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
8,967
shares
|
$2.4 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Bennett Selby Investments LP
|
Jan 21, 2025 Q4 2024 |
8,966
shares
|
$2.4 Million
0.85% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
8,958
shares
|
$2.39 Million
0.22% of portfolio
|
Q3 2024
Added 15.47%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,953
shares
|
$2.39 Million
1.47% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
8,933
shares
|
$2.39 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
8,932
shares
|
$2.39 Million
0.37% of portfolio
|
Q3 2024
Reduced 14.15%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
8,929
shares
|
$2.39 Million
0.36% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
8,923
shares
|
$2.39 Million
0.23% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
8,913
shares
|
$2.38 Million
1.24% of portfolio
|
Q2 2024
New holding
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
8,900
shares
|
$2.38 Million
0.91% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
8,889
shares
|
$2.38 Million
1.32% of portfolio
|
Q3 2024
New holding
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
8,886
shares
|
$2.38 Million
1.16% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Citadel Investment Advisory, Inc.
|
Jan 24, 2025 Q4 2024 |
8,886
shares
|
$2.38 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,876
shares
|
$2.37 Million
0.57% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
8,862
shares
|
$2.37 Million
0.42% of portfolio
|
Q3 2024
Added 3.2%
|