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 4,731 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 |
|---|---|---|---|---|---|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
7,553
shares
|
$2.02 Million
0.92% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
7,553
shares
|
$2.02 Million
0.17% of portfolio
|
Q4 2024
Added 23.31%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
7,550
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 51.67%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
7,540
shares
|
$2.02 Million
0.4% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
7,539
shares
|
$2.02 Million
0.21% of portfolio
|
Q3 2024
Added 21.81%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
7,530
shares
|
$2.01 Million
0.54% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
7,502
shares
|
$2.01 Million
1.19% of portfolio
|
Q4 2024
Reduced 55.18%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
7,495
shares
|
$2 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
7,478
shares
|
$2 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
7,475
shares
|
$2 Million
1.6% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
7,457
shares
|
$1.99 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,439
shares
|
$1.99 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
7,431
shares
|
$1.99 Million
0.39% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
7,425
shares
|
$1.98 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
7,420
shares
|
$1.98 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
7,401
shares
|
$1.98 Million
0.44% of portfolio
|
Q4 2024
Added 17.57%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
7,390
shares
|
$1.98 Million
1.67% of portfolio
|
Q4 2024
New holding
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 31, 2024 Q3 2024 |
7,372
shares
|
$1.97 Million
0.49% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
7,371
shares
|
$1.97 Million
0.56% of portfolio
|
Q2 2024
Reduced 5.33%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
7,365
shares
|
$1.97 Million
0.4% of portfolio
|
Q4 2024
Reduced 49.62%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
7,357
shares
|
$1.97 Million
0.96% of portfolio
|
Q4 2024
Reduced 18.77%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
7,355
shares
|
$1.97 Million
0.24% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
7,355
shares
|
$1.97 Million
0.3% of portfolio
|
Q3 2024
Added 18.32%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
7,354
shares
|
$1.97 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,354
shares
|
$1.97 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.33%
|