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 5,061 institutions that hold shares in the stock, with a total of 2.01 Billion shares, which have been reported (via 13F filing form) to have a value of $532 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
7,058
shares
|
$1.87 Million
0.8% of portfolio
|
Q4 2024
Reduced 10.27%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
7,054
shares
|
$1.87 Million
0.05% of portfolio
|
Q3 2023
Reduced 4.42%
|
|
|
Orca Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
7,037
shares
|
$1.86 Million
1.62% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
7,034
shares
|
$1.86 Million
0.34% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
7,029
shares
|
$1.86 Million
1.4% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
7,017
shares
|
$1.86 Million
0.24% of portfolio
|
Q4 2024
Added 27.95%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
7,010
shares
|
$1.86 Million
0.2% of portfolio
|
Q4 2024
Added 33.02%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,000
shares
|
$1.85 Million
0.45% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Miura Global Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,000
shares
|
$1.85 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
6,997
shares
|
$1.85 Million
0.61% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Sippican Capital Advisors
|
Jan 23, 2025 Q4 2024 |
6,984
shares
|
$1.85 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
6,960
shares
|
$1.84 Million
0.55% of portfolio
|
Q4 2024
Reduced 12.07%
|
|
|
Arga Investment Management, LP
|
Jan 27, 2025 Q4 2024 |
6,950
shares
|
$1.84 Million
0.06% of portfolio
|
Q1 2024
Reduced 10.17%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Feb 28, 2025 Q4 2024 |
6,940
shares
|
$1.84 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
6,935
shares
|
$1.84 Million
0.19% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Jan 23, 2025 Q4 2024 |
6,931
shares
|
$1.83 Million
0.86% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,924
shares
|
$1.83 Million
0.36% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
6,907
shares
|
$1.83 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
6,900
shares
|
$1.83 Million
0.54% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
6,886
shares
|
$1.82 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
|
$1.82 Million
1.25% of portfolio
|
Q4 2023
Added 3.27%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
6,869
shares
|
$1.82 Million
0.25% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
6,866
shares
|
$1.82 Million
0.32% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,862
shares
|
$1.82 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
6,828
shares
|
$1.81 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.13%
|