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 |
|---|---|---|---|---|---|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
8,276
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2024
Added 20.26%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
8,265
shares
|
$2.21 Million
0.76% of portfolio
|
Q2 2022
New holding
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
8,240
shares
|
$2.2 Million
0.48% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
8,230
shares
|
$2.2 Million
0.27% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
8,227
shares
|
$2.2 Million
1.96% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
8,224
shares
|
$2.2 Million
0.14% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
8,223
shares
|
$2.2 Million
0.84% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
8,202
shares
|
$2.19 Million
1.47% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
8,201
shares
|
$2.19 Million
0.24% of portfolio
|
Q4 2024
Added 11.56%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
8,198
shares
|
$2.19 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
8,198
shares
|
$2.19 Million
0.85% of portfolio
|
Q2 2023
Reduced 19.12%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
8,179
shares
|
$2.19 Million
0.3% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
8,125
shares
|
$2.17 Million
0.57% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
8,112
shares
|
$2.17 Million
1.95% of portfolio
|
Q4 2024
New holding
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
8,109
shares
|
$2.17 Million
1.14% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
8,087
shares
|
$2.16 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jan 15, 2025 Q4 2024 |
8,074
shares
|
$2.16 Million
0.65% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
8,074
shares
|
$2.16 Million
0.37% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
8,067
shares
|
$2.16 Million
0.08% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
8,065
shares
|
$2.16 Million
0.12% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
8,033
shares
|
$2.15 Million
0.52% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,024
shares
|
$2.14 Million
0.65% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
8,019
shares
|
$2.14 Million
0.77% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
8,010
shares
|
$2.14 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Good Haven Capital Management, LLC
Millburn, NJ |
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$2.14 Million
0.66% of portfolio
|
Q1 2020
New holding
|