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 5,056 institutions that hold shares in the stock, with a total of 2.01 Billion shares, which have been reported (via 13F filing form) to have a value of $520 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
4,611
shares
|
$1.19 Million
0.23% of portfolio
|
Q4 2024
Reduced 18.0%
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
4,607
shares
|
$1.19 Million
0.5% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
4,607
shares
|
$1.19 Million
0.38% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
4,600
shares
|
$1.19 Million
0.55% of portfolio
|
Q4 2024
Added 5.77%
|
|
Ecofi Investissements Sa
Nanterre, I0 |
Feb 13, 2025 Q4 2024 |
4,600
shares
|
$1.19 Million
0.63% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
4,598
shares
|
$1.19 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,597
shares
|
$1.19 Million
1.01% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
4,589
shares
|
$1.19 Million
0.19% of portfolio
|
Q4 2024
Added 2.34%
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
4,581
shares
|
$1.19 Million
0.57% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
4,572
shares
|
$1.18 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
4,568
shares
|
$1.18 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
4,567
shares
|
$1.18 Million
0.89% of portfolio
|
Q4 2024
Added 10.26%
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
4,565
shares
|
$1.18 Million
0.57% of portfolio
|
Q4 2024
Added 167.9%
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
4,564
shares
|
$1.18 Million
0.13% of portfolio
|
Q3 2022
Reduced 0.83%
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,560
shares
|
$1.18 Million
0.33% of portfolio
|
Q4 2024
Added 0.04%
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
4,546
shares
|
$1.18 Million
0.36% of portfolio
|
Q4 2024
Added 0.02%
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
4,534
shares
|
$1.17 Million
1.83% of portfolio
|
Q4 2024
Added 81.85%
|
|
Caas Capital Management LP
New York, NY |
Jan 24, 2025 Q4 2024 |
4,531
shares
|
$1.17 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,528
shares
|
$1.17 Million
0.32% of portfolio
|
Q4 2024
Added 0.38%
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
4,519
shares
|
$1.17 Million
0.54% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
4,507
shares
|
$1.17 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
4,506
shares
|
$1.17 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
4,504
shares
|
$1.17 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
4,500
shares
|
$1.17 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
4,495
shares
|
$1.16 Million
1.05% of portfolio
|
Q4 2024
New holding
|