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 |
|---|---|---|---|---|---|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
4,978
shares
|
$1.34 Million
0.27% of portfolio
|
Q3 2024
Added 25.87%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jan 27, 2025 Q4 2024 |
4,975
shares
|
$1.33 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
4,964
shares
|
$1.33 Million
0.54% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
4,955
shares
|
$1.33 Million
0.83% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Benson Investment Management Company, Inc.
|
Jan 13, 2025 Q4 2024 |
4,950
shares
|
$1.33 Million
0.52% of portfolio
|
Q4 2020
Reduced 87.72%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,950
shares
|
$1.33 Million
0.85% of portfolio
|
Q3 2024
Reduced 89.72%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,944
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2024
Reduced 83.35%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 12, 2024 Q3 2024 |
4,934
shares
|
$1.32 Million
0.7% of portfolio
|
Q3 2024
Added 34.99%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
4,925
shares
|
$1.32 Million
0.18% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,923
shares
|
$1.32 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 12, 2024 Q3 2024 |
4,922
shares
|
$1.32 Million
0.14% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
4,919
shares
|
$1.32 Million
0.68% of portfolio
|
Q4 2022
Reduced 3.91%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,912
shares
|
$1.32 Million
0.44% of portfolio
|
Q1 2023
Added 14.55%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
4,911
shares
|
$1.32 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
4,907
shares
|
$1.32 Million
0.32% of portfolio
|
Q4 2024
Added 462.08%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,906
shares
|
$1.32 Million
0.38% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
4,903
shares
|
$1.32 Million
0.41% of portfolio
|
Q2 2024
Added 5.78%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
4,903
shares
|
$1.32 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
4,885
shares
|
$1.31 Million
0.38% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
4,875
shares
|
$1.31 Million
0.74% of portfolio
|
Q4 2024
Added 31.37%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
4,857
shares
|
$1.3 Million
0.64% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Diamant Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
4,851
shares
|
$1.3 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,849
shares
|
$1.3 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
4,847
shares
|
$1.3 Million
0.8% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
4,844
shares
|
$1.3 Million
0.36% of portfolio
|
Q3 2024
Added 34.44%
|