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 |
|---|---|---|---|---|---|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
5,918
shares
|
$1.59 Million
0.74% of portfolio
|
Q4 2024
Reduced 16.15%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
5,917
shares
|
$1.59 Million
1.13% of portfolio
|
Q3 2023
Reduced 2.92%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
5,901
shares
|
$1.58 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
5,891
shares
|
$1.58 Million
0.21% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
5,875
shares
|
$1.58 Million
0.82% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5,861
shares
|
$1.57 Million
0.5% of portfolio
|
Q2 2022
Reduced 43.0%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
5,860
shares
|
$1.57 Million
0.49% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
5,854
shares
|
$1.57 Million
0.43% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
5,851
shares
|
$1.57 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
5,829
shares
|
$1.56 Million
0.25% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
5,828
shares
|
$1.56 Million
0.53% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
5,826
shares
|
$1.56 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
5,824
shares
|
$1.56 Million
0.45% of portfolio
|
Q4 2024
Added 34.69%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
5,823
shares
|
$1.56 Million
0.6% of portfolio
|
Q4 2024
Reduced 15.95%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
5,812
shares
|
$1.56 Million
0.31% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
5,780
shares
|
$1.55 Million
0.43% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
5,776
shares
|
$1.55 Million
0.37% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
5,765
shares
|
$1.55 Million
0.36% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
5,764
shares
|
$1.55 Million
0.65% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
5,751
shares
|
$1.54 Million
0.99% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
5,747
shares
|
$1.54 Million
1.22% of portfolio
|
Q3 2022
Reduced 4.58%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,742
shares
|
$1.54 Million
0.1% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
5,737
shares
|
$1.54 Million
0.27% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
5,735
shares
|
$1.54 Million
0.36% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
5,734
shares
|
$1.54 Million
1.13% of portfolio
|
Q2 2024
Reduced 1.2%
|