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 |
|---|---|---|---|---|---|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
4,833
shares
|
$1.3 Million
0.65% of portfolio
|
Q3 2024
Added 112.63%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
4,833
shares
|
$1.3 Million
0.17% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
4,828
shares
|
$1.3 Million
0.74% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
4,819
shares
|
$1.29 Million
0.74% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
4,804
shares
|
$1.29 Million
0.33% of portfolio
|
Q3 2024
Added 87.14%
|
|
|
Ecofi Investissements Sa
Nanterre, I0 |
Nov 13, 2024 Q3 2024 |
4,800
shares
|
$1.29 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
4,799
shares
|
$1.29 Million
0.77% of portfolio
|
Q3 2024
Reduced 23.67%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
4,799
shares
|
$1.29 Million
0.06% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
4,792
shares
|
$1.29 Million
0.86% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
4,787
shares
|
$1.28 Million
0.16% of portfolio
|
N/A
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
4,783
shares
|
$1.28 Million
0.49% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,774
shares
|
$1.28 Million
0.47% of portfolio
|
Q1 2024
Reduced 14.89%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
4,770
shares
|
$1.28 Million
0.39% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2024 Q3 2024 |
4,767
shares
|
$1.28 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
4,763
shares
|
$1.28 Million
0.19% of portfolio
|
Q4 2022
Added 86.49%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
4,763
shares
|
$1.28 Million
0.24% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
4,734
shares
|
$1.27 Million
0.39% of portfolio
|
Q3 2024
Added 100.59%
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,732
shares
|
$1.27 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
4,731
shares
|
$1.27 Million
0.34% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
4,731
shares
|
$1.27 Million
0.19% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
4,727
shares
|
$1.27 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
4,726
shares
|
$1.27 Million
0.1% of portfolio
|
Q3 2024
Added 94.89%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
4,723
shares
|
$1.27 Million
0.3% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
4,722
shares
|
$1.27 Million
0.23% of portfolio
|
Q4 2023
Added 2.41%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
4,721
shares
|
$1.27 Million
0.21% of portfolio
|
Q4 2024
Added 20.1%
|