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 |
|---|---|---|---|---|---|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
4,421
shares
|
$1.19 Million
0.73% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
4,418
shares
|
$1.19 Million
0.22% of portfolio
|
Q4 2024
Added 35.52%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
4,416
shares
|
$1.18 Million
0.31% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
4,412
shares
|
$1.18 Million
0.7% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
4,397
shares
|
$1.18 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
4,390
shares
|
$1.18 Million
0.66% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
4,389
shares
|
$1.18 Million
0.11% of portfolio
|
Q4 2024
Added 38.76%
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
4,384
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
4,384
shares
|
$1.18 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
California First Leasing Corp
Newport Beach, CA |
Oct 31, 2024 Q3 2024 |
4,380
shares
|
$1.17 Million
0.4% of portfolio
|
Q3 2022
New holding
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
4,376
shares
|
$1.17 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
4,370
shares
|
$1.17 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
4,369
shares
|
$1.17 Million
0.66% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
4,365
shares
|
$1.17 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
4,349
shares
|
$1.17 Million
0.47% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
4,339
shares
|
$1.16 Million
0.67% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
4,325
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
4,325
shares
|
$1.16 Million
0.11% of portfolio
|
Q3 2024
Added 17.69%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
4,320
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.85%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
4,305
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 17.14%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Nov 12, 2024 Q3 2024 |
4,304
shares
|
$1.15 Million
0.31% of portfolio
|
Q1 2024
Added 26.03%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
4,303
shares
|
$1.15 Million
0.2% of portfolio
|
Q3 2024
Reduced 23.27%
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
4,303
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
4,300
shares
|
$1.15 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
4,297
shares
|
$1.15 Million
0.22% of portfolio
|
Q3 2024
Added 10.43%
|