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 |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
5,537
shares
|
$1.49 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
5,533
shares
|
$1.48 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
5,526
shares
|
$1.48 Million
0.31% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
5,518
shares
|
$1.48 Million
0.68% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
5,514
shares
|
$1.48 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
5,498
shares
|
$1.47 Million
0.36% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
5,498
shares
|
$1.47 Million
0.88% of portfolio
|
Q3 2024
Added 23.94%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,496
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
5,496
shares
|
$1.47 Million
0.25% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
5,488
shares
|
$1.47 Million
0.17% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
5,486
shares
|
$1.47 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
5,484
shares
|
$1.47 Million
0.16% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
5,478
shares
|
$1.47 Million
0.84% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
5,448
shares
|
$1.46 Million
0.83% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Foresight Global Investors, Inc.
Purchase, NY |
Nov 12, 2024 Q3 2024 |
5,445
shares
|
$1.46 Million
0.62% of portfolio
|
Q3 2024
Reduced 32.53%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,429
shares
|
$1.46 Million
0.09% of portfolio
|
Q3 2024
Reduced 23.49%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
5,429
shares
|
$1.46 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
5,425
shares
|
$1.46 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
5,408
shares
|
$1.45 Million
0.47% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
5,405
shares
|
$1.45 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
5,400
shares
|
$1.45 Million
0.21% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,399
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
5,398
shares
|
$1.45 Million
0.54% of portfolio
|
Q1 2024
Added 9.87%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
5,397
shares
|
$1.45 Million
0.29% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
5,395
shares
|
$1.45 Million
0.59% of portfolio
|
Q3 2024
Added 0.04%
|