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 |
|---|---|---|---|---|---|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
5,227
shares
|
$1.4 Million
0.77% of portfolio
|
Q4 2024
Added 80.12%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
5,222
shares
|
$1.4 Million
0.38% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
5,217
shares
|
$1.4 Million
0.49% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
5,217
shares
|
$1.4 Million
0.97% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,212
shares
|
$1.4 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
5,206
shares
|
$1.4 Million
1.28% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
5,201
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2022
Reduced 5.18%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
5,198
shares
|
$1.39 Million
0.29% of portfolio
|
Q3 2024
Added 57.56%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
5,197
shares
|
$1.39 Million
0.08% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
5,190
shares
|
$1.39 Million
0.86% of portfolio
|
Q4 2024
Added 34.28%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
5,187
shares
|
$1.39 Million
0.47% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
5,185
shares
|
$1.39 Million
0.69% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Salzhauer Michael
|
Jan 28, 2025 Q4 2024 |
5,168
shares
|
$1.39 Million
0.43% of portfolio
|
Q4 2024
Reduced 23.1%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
5,146
shares
|
$1.38 Million
0.43% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
5,146
shares
|
$1.38 Million
0.28% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
5,146
shares
|
$1.38 Million
0.7% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
5,143
shares
|
$1.38 Million
0.2% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
5,140
shares
|
$1.38 Million
0.96% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,121
shares
|
$1.37 Million
0.27% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,099
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
5,090
shares
|
$1.37 Million
0.47% of portfolio
|
Q4 2024
Reduced 21.24%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
5,090
shares
|
$1.37 Million
0.24% of portfolio
|
Q3 2024
Added 54.81%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
5,089
shares
|
$1.37 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
5,088
shares
|
$1.36 Million
0.66% of portfolio
|
Q2 2024
Added 43.0%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
5,087
shares
|
$1.36 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.1%
|