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 |
|---|---|---|---|---|---|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
8,500
shares
|
$2.27 Million
1.07% of portfolio
|
Q2 2022
New holding
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
8,493
shares
|
$2.27 Million
0.79% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
8,490
shares
|
$2.27 Million
0.7% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
8,480
shares
|
$2.27 Million
0.85% of portfolio
|
Q4 2024
Reduced 10.92%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
8,468
shares
|
$2.26 Million
1.36% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
8,466
shares
|
$2.26 Million
0.07% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
8,448
shares
|
$2.26 Million
0.73% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
8,443
shares
|
$2.26 Million
1.23% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
8,442
shares
|
$2.26 Million
1.11% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
8,423
shares
|
$2.25 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
8,418
shares
|
$2.25 Million
1.17% of portfolio
|
Q3 2024
Added 20.45%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
8,414
shares
|
$2.25 Million
1.24% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
8,410
shares
|
$2.25 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
8,408
shares
|
$2.25 Million
0.21% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Nov 01, 2024 Q3 2024 |
8,400
shares
|
$2.25 Million
0.46% of portfolio
|
Q2 2024
New holding
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
8,394
shares
|
$2.24 Million
0.95% of portfolio
|
Q3 2022
Reduced 87.39%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
8,365
shares
|
$2.24 Million
0.17% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Ami Asset Management Corp
|
Jan 16, 2025 Q4 2024 |
8,353
shares
|
$2.23 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
8,353
shares
|
$2.23 Million
0.82% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
8,337
shares
|
$2.23 Million
0.17% of portfolio
|
Q3 2024
Reduced 28.22%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
8,334
shares
|
$2.23 Million
0.71% of portfolio
|
Q3 2024
Added 70.6%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
8,332
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,329
shares
|
$2.23 Million
0.16% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Caldwell Investment Management Ltd.
|
Jan 14, 2025 Q4 2024 |
8,300
shares
|
$2.22 Million
1.43% of portfolio
|
Q1 2024
Reduced 27.57%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
8,290
shares
|
$2.22 Million
0.39% of portfolio
|
Q4 2024
Added 4.65%
|