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 |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
6,491
shares
|
$1.74 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
6,481
shares
|
$1.74 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
6,466
shares
|
$1.73 Million
0.3% of portfolio
|
Q3 2023
Reduced 52.31%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
6,463
shares
|
$1.73 Million
0.41% of portfolio
|
Q3 2024
Added 21.74%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
6,440
shares
|
$1.73 Million
0.45% of portfolio
|
Q3 2024
Reduced 46.28%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
6,420
shares
|
$1.72 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
6,419
shares
|
$1.72 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
6,402
shares
|
$1.72 Million
0.72% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
6,393
shares
|
$1.71 Million
0.08% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
6,388
shares
|
$1.71 Million
0.32% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
6,387
shares
|
$1.71 Million
2.31% of portfolio
|
Q3 2024
Reduced 46.62%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
6,367
shares
|
$1.71 Million
0.06% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
6,362
shares
|
$1.71 Million
0.44% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
6,357
shares
|
$1.71 Million
1.17% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
6,351
shares
|
$1.7 Million
1.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
6,338
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 51.88%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
6,338
shares
|
$1.7 Million
1.4% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
6,323
shares
|
$1.7 Million
1.29% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
6,317
shares
|
$1.69 Million
1.22% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
6,310
shares
|
$1.69 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
6,290
shares
|
$1.69 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
6,290
shares
|
$1.69 Million
0.65% of portfolio
|
Q4 2024
Reduced 14.22%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
6,281
shares
|
$1.68 Million
0.19% of portfolio
|
Q3 2024
Reduced 16.05%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
6,279
shares
|
$1.68 Million
0.44% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
6,278
shares
|
$1.68 Million
0.37% of portfolio
|
Q4 2024
Added 14.06%
|