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 |
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Feb 14, 2025 Q4 2024 |
6,439
shares
|
$1.7 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
6,434
shares
|
$1.7 Million
1.18% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
6,430
shares
|
$1.7 Million
0.54% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
6,421
shares
|
$1.7 Million
0.38% of portfolio
|
Q4 2024
Added 18.97%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
6,420
shares
|
$1.7 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
6,416
shares
|
$1.7 Million
0.58% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
6,402
shares
|
$1.69 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
6,402
shares
|
$1.69 Million
0.72% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
6,401
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Reduced 92.93%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
6,387
shares
|
$1.69 Million
2.31% of portfolio
|
Q3 2024
Reduced 46.62%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
6,385
shares
|
$1.69 Million
0.92% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
6,385
shares
|
$1.69 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
6,367
shares
|
$1.69 Million
0.06% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
6,362
shares
|
$1.68 Million
0.44% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Feb 14, 2025 Q4 2024 |
6,360
shares
|
$1.68 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
6,354
shares
|
$1.68 Million
1.24% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
6,338
shares
|
$1.68 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
|
$1.68 Million
1.4% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,324
shares
|
$1.67 Million
0.08% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
6,321
shares
|
$1.67 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
6,321
shares
|
$1.67 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
6,317
shares
|
$1.67 Million
1.34% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
6,317
shares
|
$1.67 Million
1.22% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
6,310
shares
|
$1.67 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
6,292
shares
|
$1.67 Million
0.26% of portfolio
|
Q4 2024
Added 0.72%
|