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 |
|---|---|---|---|---|---|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
6,716
shares
|
$1.8 Million
0.8% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
6,703
shares
|
$1.8 Million
0.25% of portfolio
|
Q4 2024
Added 46.67%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,702
shares
|
$1.8 Million
0.12% of portfolio
|
Q3 2024
Added 46.97%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,688
shares
|
$1.79 Million
0.28% of portfolio
|
Q4 2024
Added 38.24%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,686
shares
|
$1.79 Million
1.15% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
6,669
shares
|
$1.79 Million
0.07% of portfolio
|
Q3 2024
Added 75.59%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
6,663
shares
|
$1.79 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
6,658
shares
|
$1.79 Million
0.51% of portfolio
|
Q3 2024
Reduced 53.9%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
6,635
shares
|
$1.78 Million
0.79% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
6,625
shares
|
$1.78 Million
0.44% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,621
shares
|
$1.78 Million
0.09% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
6,614
shares
|
$1.77 Million
0.52% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Caz Investments LP
Houston, TX |
Nov 13, 2024 Q3 2024 |
6,600
shares
|
$1.77 Million
0.89% of portfolio
|
Q1 2023
Reduced 27.47%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
6,600
shares
|
$1.77 Million
0.47% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
6,597
shares
|
$1.77 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
6,574
shares
|
$1.76 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
6,573
shares
|
$1.76 Million
1.14% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
6,570
shares
|
$1.76 Million
0.32% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
6,570
shares
|
$1.76 Million
0.87% of portfolio
|
Q4 2024
Added 30.41%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
6,534
shares
|
$1.75 Million
1.05% of portfolio
|
Q1 2024
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
6,517
shares
|
$1.75 Million
0.35% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
6,506
shares
|
$1.75 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
6,498
shares
|
$1.74 Million
0.85% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
6,495
shares
|
$1.74 Million
1.64% of portfolio
|
Q3 2023
Reduced 14.38%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,492
shares
|
$1.74 Million
0.4% of portfolio
|
Q3 2024
Added 5.87%
|