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 |
|---|---|---|---|---|---|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
8,650
shares
|
$2.31 Million
1.3% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
8,643
shares
|
$2.31 Million
0.53% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
8,641
shares
|
$2.31 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
8,640
shares
|
$2.31 Million
0.26% of portfolio
|
Q3 2024
Reduced 10.37%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
8,633
shares
|
$2.31 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
8,629
shares
|
$2.31 Million
0.21% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,626
shares
|
$2.31 Million
0.91% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
8,617
shares
|
$2.3 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
8,617
shares
|
$2.3 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
8,600
shares
|
$2.3 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
8,599
shares
|
$2.3 Million
0.89% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
8,597
shares
|
$2.3 Million
1.04% of portfolio
|
Q4 2024
Reduced 24.98%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
8,573
shares
|
$2.29 Million
0.45% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
8,566
shares
|
$2.29 Million
0.73% of portfolio
|
Q4 2024
Added 117.52%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
8,558
shares
|
$2.29 Million
0.18% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
8,553
shares
|
$2.29 Million
0.24% of portfolio
|
Q4 2024
Added 53.5%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
8,552
shares
|
$2.29 Million
0.34% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
8,548
shares
|
$2.28 Million
2.35% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
8,543
shares
|
$2.28 Million
0.3% of portfolio
|
Q3 2024
Added 45.51%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
8,535
shares
|
$2.28 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
8,533
shares
|
$2.28 Million
1.25% of portfolio
|
Q4 2024
Added 26.41%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
8,531
shares
|
$2.28 Million
0.19% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
8,526
shares
|
$2.28 Million
0.46% of portfolio
|
Q3 2023
Added 1.82%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
8,512
shares
|
$2.28 Million
0.79% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
8,511
shares
|
$2.27 Million
0.34% of portfolio
|
Q3 2024
Added 1.71%
|