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 |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,560
shares
|
$1.22 Million
0.33% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
4,545
shares
|
$1.22 Million
0.35% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
4,539
shares
|
$1.22 Million
0.39% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
4,531
shares
|
$1.22 Million
0.25% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Caas Capital Management LP
New York, NY |
Jan 24, 2025 Q4 2024 |
4,531
shares
|
$1.22 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,528
shares
|
$1.21 Million
0.32% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
4,525
shares
|
$1.21 Million
0.23% of portfolio
|
Q3 2024
Reduced 24.17%
|
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
4,506
shares
|
$1.21 Million
0.3% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
4,500
shares
|
$1.21 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
4,495
shares
|
$1.21 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
4,493
shares
|
$1.21 Million
0.37% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,488
shares
|
$1.2 Million
0.44% of portfolio
|
Q2 2023
Reduced 25.79%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
4,485
shares
|
$1.2 Million
1.06% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
4,484
shares
|
$1.2 Million
0.17% of portfolio
|
Q3 2024
Reduced 91.27%
|
|
|
Myriad Asset Management Us LP
|
Jan 30, 2025 Q4 2024 |
4,482
shares
|
$1.2 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
4,468
shares
|
$1.2 Million
0.39% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
4,463
shares
|
$1.2 Million
0.7% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,462
shares
|
$1.2 Million
0.68% of portfolio
|
Q1 2024
Reduced 7.96%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
4,457
shares
|
$1.2 Million
0.24% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
4,455
shares
|
$1.19 Million
0.14% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
4,455
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,452
shares
|
$1.19 Million
0.15% of portfolio
|
Q1 2024
Added 8.01%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
4,444
shares
|
$1.19 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
4,435
shares
|
$1.19 Million
0.58% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
4,429
shares
|
$1.19 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.7%
|