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 |
|---|---|---|---|---|---|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
7,984
shares
|
$2.13 Million
0.96% of portfolio
|
Q2 2024
Added 6.68%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
7,952
shares
|
$2.13 Million
1.09% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
7,950
shares
|
$2.13 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
7,921
shares
|
$2.12 Million
0.92% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
7,919
shares
|
$2.12 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,913
shares
|
$2.12 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
7,913
shares
|
$2.12 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
7,900
shares
|
$2.11 Million
0.77% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
7,893
shares
|
$2.11 Million
1.31% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
7,893
shares
|
$2.11 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,881
shares
|
$2.11 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,878
shares
|
$2.11 Million
0.13% of portfolio
|
Q3 2023
Reduced 32.72%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
7,866
shares
|
$2.1 Million
0.61% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
7,850
shares
|
$2.1 Million
1.07% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 28, 2025 Q4 2024 |
7,840
shares
|
$2.1 Million
0.8% of portfolio
|
Q4 2024
Added 35.06%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
7,823
shares
|
$2.09 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7,823
shares
|
$2.09 Million
0.32% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
7,820
shares
|
$2.09 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
7,819
shares
|
$2.09 Million
1.0% of portfolio
|
Q3 2024
Added 16.46%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
7,780
shares
|
$2.08 Million
0.76% of portfolio
|
Q3 2024
Reduced 75.95%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
7,769
shares
|
$2.08 Million
1.41% of portfolio
|
Q4 2024
Reduced 32.65%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
7,764
shares
|
$2.08 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
7,749
shares
|
$2.07 Million
0.16% of portfolio
|
Q3 2022
Added 0.34%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
7,743
shares
|
$2.07 Million
1.54% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
7,720
shares
|
$2.06 Million
1.65% of portfolio
|
Q4 2024
Added 0.39%
|