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 |
|---|---|---|---|---|---|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,172
shares
|
$1.12 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
4,172
shares
|
$1.12 Million
1.07% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
4,164
shares
|
$1.12 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,161
shares
|
$1.12 Million
0.36% of portfolio
|
Q2 2023
Added 5.72%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
4,156
shares
|
$1.11 Million
0.25% of portfolio
|
Q3 2024
Added 92.76%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
4,144
shares
|
$1.11 Million
0.98% of portfolio
|
Q3 2024
Added 16.9%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
4,142
shares
|
$1.11 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,133
shares
|
$1.11 Million
0.41% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
4,133
shares
|
$1.11 Million
0.49% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
4,132
shares
|
$1.11 Million
0.6% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,131
shares
|
$1.11 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
4,123
shares
|
$1.11 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
4,120
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2022
Reduced 15.4%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
4,100
shares
|
$1.1 Million
0.43% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jan 30, 2025 Q4 2024 |
4,085
shares
|
$1.1 Million
0.44% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
4,081
shares
|
$1.09 Million
0.33% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Connective Portfolio Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,080
shares
|
$1.09 Million
1.56% of portfolio
|
Q4 2024
Reduced 59.52%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
4,078
shares
|
$1.09 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
4,074
shares
|
$1.09 Million
0.43% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
4,072
shares
|
$1.09 Million
0.81% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
4,067
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.79%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,063
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2024
Added 72.38%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,058
shares
|
$1.09 Million
0.18% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,048
shares
|
$1.09 Million
0.21% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,046
shares
|
$1.09 Million
0.18% of portfolio
|
Q4 2024
Added 3.29%
|