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 |
|---|---|---|---|---|---|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,293
shares
|
$1.15 Million
0.79% of portfolio
|
Q4 2024
Added 23.04%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
4,283
shares
|
$1.15 Million
0.3% of portfolio
|
Q3 2024
Added 108.22%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
4,278
shares
|
$1.15 Million
0.37% of portfolio
|
Q3 2024
Reduced 71.32%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
4,276
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2022
Reduced 2.93%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
4,271
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
4,268
shares
|
$1.14 Million
0.62% of portfolio
|
Q2 2024
Added 7.32%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
4,264
shares
|
$1.14 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
4,253
shares
|
$1.14 Million
0.99% of portfolio
|
Q4 2018
Reduced 28.56%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
4,240
shares
|
$1.14 Million
1.1% of portfolio
|
Q4 2023
Added 9.96%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,237
shares
|
$1.14 Million
0.59% of portfolio
|
Q4 2021
New holding
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Jan 17, 2025 Q4 2024 |
4,217
shares
|
$1.13 Million
0.68% of portfolio
|
Q2 2023
Reduced 8.17%
|
|
|
Tevis Investment Management
|
Jan 28, 2025 Q4 2024 |
4,213
shares
|
$1.13 Million
0.76% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
4,210
shares
|
$1.13 Million
0.52% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
4,205
shares
|
$1.13 Million
0.47% of portfolio
|
Q3 2024
Reduced 17.31%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
4,204
shares
|
$1.13 Million
0.24% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
4,196
shares
|
$1.13 Million
0.61% of portfolio
|
Q4 2024
Reduced 23.01%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
4,196
shares
|
$1.13 Million
0.23% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
4,195
shares
|
$1.13 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
4,194
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
4,193
shares
|
$1.12 Million
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
4,189
shares
|
$1.12 Million
0.24% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
4,184
shares
|
$1.12 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
4,175
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2024
Reduced 38.59%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,173
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 77.71%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
4,173
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.9%
|