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 |
|---|---|---|---|---|---|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
6,900
shares
|
$1.84 Million
0.54% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
6,894
shares
|
$1.84 Million
1.18% of portfolio
|
Q3 2024
Reduced 22.79%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
6,886
shares
|
$1.84 Million
0.72% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
6,884
shares
|
$1.84 Million
1.25% of portfolio
|
Q4 2023
Added 3.27%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
6,883
shares
|
$1.84 Million
1.13% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
6,880
shares
|
$1.84 Million
1.05% of portfolio
|
Q3 2024
Added 89.64%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
6,869
shares
|
$1.84 Million
0.25% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
6,866
shares
|
$1.84 Million
0.3% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,862
shares
|
$1.83 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
6,844
shares
|
$1.83 Million
0.09% of portfolio
|
Q3 2024
Added 22.17%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,833
shares
|
$1.83 Million
2.15% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
6,828
shares
|
$1.83 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
6,824
shares
|
$1.82 Million
0.57% of portfolio
|
Q4 2022
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
6,811
shares
|
$1.82 Million
0.62% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
6,810
shares
|
$1.82 Million
0.87% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
6,805
shares
|
$1.82 Million
0.44% of portfolio
|
Q2 2024
Added 26.91%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Nov 14, 2024 Q3 2024 |
6,800
shares
|
$1.82 Million
0.49% of portfolio
|
Q3 2019
New holding
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
6,797
shares
|
$1.82 Million
0.46% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
6,787
shares
|
$1.81 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Ttp Investments, Inc.
|
Jan 21, 2025 Q4 2024 |
6,766
shares
|
$1.81 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
6,740
shares
|
$1.8 Million
0.73% of portfolio
|
Q3 2023
Reduced 4.91%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
6,732
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,726
shares
|
$1.8 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
6,725
shares
|
$1.8 Million
0.52% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
6,717
shares
|
$1.8 Million
0.67% of portfolio
|
Q3 2024
Added 0.1%
|