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 |
|---|---|---|---|---|---|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
7,718
shares
|
$2.06 Million
0.48% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
7,715
shares
|
$2.06 Million
0.06% of portfolio
|
Q3 2024
Added 71.37%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
7,711
shares
|
$2.06 Million
0.1% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
7,698
shares
|
$2.06 Million
0.97% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
7,695
shares
|
$2.06 Million
0.71% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
7,680
shares
|
$2.05 Million
0.51% of portfolio
|
Q1 2024
Reduced 15.84%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
7,672
shares
|
$2.05 Million
1.11% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
7,663
shares
|
$2.05 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
7,656
shares
|
$2.05 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
7,649
shares
|
$2.04 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
7,635
shares
|
$2.04 Million
0.67% of portfolio
|
Q3 2022
Added 5.09%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,616
shares
|
$2.04 Million
0.49% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
7,613
shares
|
$2.03 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
7,611
shares
|
$2.03 Million
0.37% of portfolio
|
Q4 2024
Reduced 13.59%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
7,603
shares
|
$2.03 Million
0.21% of portfolio
|
Q4 2022
Reduced 11.53%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
7,603
shares
|
$2.03 Million
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Freemont Management S.A.
|
Nov 05, 2024 Q3 2024 |
7,600
shares
|
$2.03 Million
0.84% of portfolio
|
Q2 2024
Reduced 83.15%
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
7,600
shares
|
$2.03 Million
1.8% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
7,595
shares
|
$2.03 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
7,584
shares
|
$2.03 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
7,581
shares
|
$2.03 Million
0.92% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
7,575
shares
|
$2.02 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
7,570
shares
|
$2.02 Million
0.27% of portfolio
|
Q3 2024
Added 21.68%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
7,570
shares
|
$2.02 Million
1.66% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
7,566
shares
|
$2.02 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.96%
|