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 |
---|---|---|---|---|---|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
8,844
shares
|
$2.36 Million
0.93% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
8,843
shares
|
$2.36 Million
1.35% of portfolio
|
Q4 2024
Added 2.0%
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
8,842
shares
|
$2.36 Million
1.21% of portfolio
|
Q4 2024
Added 0.01%
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
8,839
shares
|
$2.36 Million
0.21% of portfolio
|
Q3 2024
Added 2.49%
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
8,837
shares
|
$2.36 Million
0.49% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
8,835
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 36.97%
|
|
Rezny Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
8,833
shares
|
$2.36 Million
0.53% of portfolio
|
Q4 2024
Added 3.55%
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
8,830
shares
|
$2.36 Million
0.29% of portfolio
|
Q4 2024
Added 61.81%
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
8,821
shares
|
$2.36 Million
0.2% of portfolio
|
Q4 2024
Added 0.27%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
8,812
shares
|
$2.36 Million
0.39% of portfolio
|
Q3 2024
Reduced 19.51%
|
|
Game Creek Capital, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,800
shares
|
$2.35 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
8,790
shares
|
$2.35 Million
1.69% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
8,774
shares
|
$2.35 Million
1.52% of portfolio
|
Q4 2024
Added 0.39%
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
8,766
shares
|
$2.34 Million
0.89% of portfolio
|
Q3 2024
Added 6.23%
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
8,759
shares
|
$2.34 Million
0.25% of portfolio
|
Q2 2024
Added 2.94%
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
8,757
shares
|
$2.34 Million
1.19% of portfolio
|
Q4 2024
Added 3.61%
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
8,747
shares
|
$2.34 Million
1.8% of portfolio
|
Q2 2022
Added 123.88%
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,744
shares
|
$2.34 Million
0.44% of portfolio
|
Q4 2024
Added 5.22%
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
8,742
shares
|
$2.34 Million
0.68% of portfolio
|
Q3 2024
Reduced 29.83%
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
8,739
shares
|
$2.34 Million
0.5% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
8,738
shares
|
$2.34 Million
0.74% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
8,685
shares
|
$2.32 Million
1.73% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
8,681
shares
|
$2.32 Million
0.96% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
8,679
shares
|
$2.32 Million
1.54% of portfolio
|
Q2 2024
New holding
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
8,663
shares
|
$2.32 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.92%
|