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 |
|---|---|---|---|---|---|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
6,076
shares
|
$1.63 Million
0.73% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
6,075
shares
|
$1.63 Million
0.03% of portfolio
|
Q1 2020
Added 10.45%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
6,072
shares
|
$1.63 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
6,058
shares
|
$1.62 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
6,054
shares
|
$1.62 Million
0.19% of portfolio
|
Q4 2024
Reduced 18.32%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
6,042
shares
|
$1.62 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
6,032
shares
|
$1.62 Million
0.86% of portfolio
|
Q3 2024
Reduced 14.69%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
6,026
shares
|
$1.62 Million
0.3% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
6,026
shares
|
$1.62 Million
0.55% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,023
shares
|
$1.62 Million
0.46% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Profit Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,022
shares
|
$1.62 Million
1.15% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
6,014
shares
|
$1.61 Million
0.69% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
6,007
shares
|
$1.61 Million
0.38% of portfolio
|
Q3 2024
Added 9.92%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
6,000
shares
|
$1.61 Million
0.21% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
5,994
shares
|
$1.61 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
5,960
shares
|
$1.6 Million
0.86% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
5,959
shares
|
$1.6 Million
0.88% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
5,958
shares
|
$1.6 Million
0.6% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
5,956
shares
|
$1.6 Million
0.39% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
5,950
shares
|
$1.6 Million
0.71% of portfolio
|
Q2 2023
Added 4.85%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,941
shares
|
$1.59 Million
0.29% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
5,934
shares
|
$1.59 Million
0.73% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
5,927
shares
|
$1.59 Million
0.44% of portfolio
|
Q4 2024
Added 94.14%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
5,920
shares
|
$1.59 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
5,919
shares
|
$1.59 Million
0.38% of portfolio
|
Q4 2024
Added 7.93%
|