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 |
|
Bcm Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
6,099
shares
|
$1.61 Million
0.34% of portfolio
|
Q3 2024
Added 382.13%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
6,083
shares
|
$1.61 Million
0.23% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
6,076
shares
|
$1.61 Million
0.73% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
6,076
shares
|
$1.61 Million
0.91% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Feb 14, 2025 Q4 2024 |
6,075
shares
|
$1.61 Million
0.04% of portfolio
|
Q1 2020
Added 10.45%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
6,072
shares
|
$1.61 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
6,071
shares
|
$1.61 Million
0.65% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
6,064
shares
|
$1.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
6,058
shares
|
$1.6 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
6,054
shares
|
$1.6 Million
0.19% of portfolio
|
Q4 2024
Reduced 18.32%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Feb 18, 2025 Q4 2024 |
6,050
shares
|
$1.6 Million
0.77% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
6,039
shares
|
$1.6 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
6,026
shares
|
$1.59 Million
0.3% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
6,026
shares
|
$1.59 Million
0.55% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
6,025
shares
|
$1.59 Million
0.07% of portfolio
|
Q4 2024
Added 44.31%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,023
shares
|
$1.59 Million
0.46% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Profit Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,022
shares
|
$1.59 Million
1.15% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
6,022
shares
|
$1.59 Million
0.45% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
6,014
shares
|
$1.59 Million
0.69% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
6,000
shares
|
$1.59 Million
0.21% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
5,981
shares
|
$1.58 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
5,970
shares
|
$1.58 Million
0.44% of portfolio
|
Q4 2024
Added 26.11%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
5,961
shares
|
$1.58 Million
0.3% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
5,958
shares
|
$1.58 Million
0.6% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
5,950
shares
|
$1.57 Million
0.81% of portfolio
|
Q2 2023
Added 4.85%
|