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 |
|---|---|---|---|---|---|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
4,720
shares
|
$1.27 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
4,716
shares
|
$1.26 Million
0.98% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
4,714
shares
|
$1.26 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
4,675
shares
|
$1.25 Million
0.12% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Nov 14, 2024 Q3 2024 |
4,673
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2024
Added 158.03%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
4,671
shares
|
$1.25 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
4,663
shares
|
$1.25 Million
0.27% of portfolio
|
Q3 2024
Added 104.25%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
4,661
shares
|
$1.25 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
4,660
shares
|
$1.25 Million
0.12% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
4,659
shares
|
$1.25 Million
0.28% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
4,644
shares
|
$1.25 Million
0.81% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
4,644
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
4,640
shares
|
$1.24 Million
0.24% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
4,640
shares
|
$1.24 Million
0.36% of portfolio
|
Q2 2024
Reduced 4.82%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
4,639
shares
|
$1.24 Million
0.38% of portfolio
|
Q4 2024
Added 12.87%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
4,631
shares
|
$1.24 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
4,628
shares
|
$1.24 Million
0.23% of portfolio
|
Q2 2024
Added 6.32%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
4,626
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
4,611
shares
|
$1.24 Million
0.23% of portfolio
|
Q4 2024
Reduced 18.0%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
4,607
shares
|
$1.24 Million
0.5% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
4,607
shares
|
$1.24 Million
0.38% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
4,598
shares
|
$1.23 Million
0.16% of portfolio
|
Q3 2024
Added 38.24%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
4,581
shares
|
$1.23 Million
0.57% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
4,566
shares
|
$1.22 Million
0.41% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
4,564
shares
|
$1.22 Million
0.13% of portfolio
|
Q3 2022
Reduced 0.83%
|