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 |
|---|---|---|---|---|---|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
7,142
shares
|
$1.91 Million
0.37% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
7,138
shares
|
$1.91 Million
1.71% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
7,122
shares
|
$1.9 Million
0.81% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
7,093
shares
|
$1.9 Million
0.42% of portfolio
|
Q4 2024
Added 44.58%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
7,074
shares
|
$1.89 Million
0.19% of portfolio
|
Q4 2024
Added 20.2%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
7,065
shares
|
$1.89 Million
0.25% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
7,058
shares
|
$1.89 Million
0.8% of portfolio
|
Q4 2024
Reduced 10.27%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
7,054
shares
|
$1.89 Million
0.05% of portfolio
|
Q3 2023
Reduced 4.42%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
7,037
shares
|
$1.88 Million
0.31% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
7,034
shares
|
$1.88 Million
0.34% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
7,029
shares
|
$1.88 Million
1.4% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
7,010
shares
|
$1.87 Million
0.2% of portfolio
|
Q4 2024
Added 33.02%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
7,010
shares
|
$1.87 Million
0.95% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,000
shares
|
$1.87 Million
0.45% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Sippican Capital Advisors
|
Jan 23, 2025 Q4 2024 |
6,984
shares
|
$1.87 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
6,960
shares
|
$1.86 Million
0.55% of portfolio
|
Q4 2024
Reduced 12.07%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
6,957
shares
|
$1.86 Million
0.22% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Arga Investment Management, LP
|
Jan 27, 2025 Q4 2024 |
6,950
shares
|
$1.86 Million
0.06% of portfolio
|
Q1 2024
Reduced 10.17%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
6,935
shares
|
$1.85 Million
0.19% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Jan 23, 2025 Q4 2024 |
6,931
shares
|
$1.85 Million
0.86% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,924
shares
|
$1.85 Million
0.36% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
6,918
shares
|
$1.85 Million
0.9% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2024 Q3 2024 |
6,914
shares
|
$1.85 Million
1.29% of portfolio
|
Q3 2024
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
6,912
shares
|
$1.85 Million
0.96% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
6,907
shares
|
$1.85 Million
0.23% of portfolio
|
Q1 2024
New holding
|