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 |
|---|---|---|---|---|---|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
7,341
shares
|
$1.96 Million
0.52% of portfolio
|
Q1 2023
Reduced 4.35%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
7,331
shares
|
$1.96 Million
1.15% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
7,314
shares
|
$1.96 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7,301
shares
|
$1.95 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
7,300
shares
|
$1.95 Million
0.71% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
7,295
shares
|
$1.95 Million
1.13% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
7,289
shares
|
$1.95 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
7,278
shares
|
$1.95 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
7,277
shares
|
$1.95 Million
1.23% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,274
shares
|
$1.94 Million
0.6% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
7,271
shares
|
$1.94 Million
1.59% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
7,260
shares
|
$1.94 Million
0.36% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
7,255
shares
|
$1.94 Million
0.36% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
7,252
shares
|
$1.94 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 29, 2024 Q3 2024 |
7,241
shares
|
$1.94 Million
0.12% of portfolio
|
Q3 2024
Reduced 25.34%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,226
shares
|
$1.93 Million
1.09% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
7,226
shares
|
$1.93 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
7,201
shares
|
$1.92 Million
0.12% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7,185
shares
|
$1.92 Million
0.67% of portfolio
|
Q1 2024
Added 14.25%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
7,177
shares
|
$1.92 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
7,172
shares
|
$1.92 Million
0.55% of portfolio
|
Q3 2024
Reduced 45.62%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
7,159
shares
|
$1.91 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
7,153
shares
|
$1.91 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
7,152
shares
|
$1.91 Million
0.1% of portfolio
|
Q2 2023
Added 3.14%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
7,152
shares
|
$1.91 Million
0.1% of portfolio
|
Q2 2023
Added 3.14%
|