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 |
|---|---|---|---|---|---|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
3,757
shares
|
$1.01 Million
0.55% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
3,749
shares
|
$1.01 Million
0.37% of portfolio
|
Q2 2022
Reduced 4.65%
|
|
|
Hourglass Capital, LLC
|
Jan 30, 2025 Q4 2024 |
3,735
shares
|
$1 Million
0.25% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
3,734
shares
|
$1 Million
0.31% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
3,725
shares
|
$999,156
0.1% of portfolio
|
Q1 2024
Reduced 7.96%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
3,721
shares
|
$998,083
0.3% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
3,720
shares
|
$997,815
0.09% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
3,717
shares
|
$997,010
1.17% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,715
shares
|
$996,474
0.36% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 14, 2024 Q3 2024 |
3,709
shares
|
$994,865
0.04% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,702
shares
|
$992,987
0.3% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
3,701
shares
|
$992,719
0.42% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
3,701
shares
|
$992,719
0.64% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
3,699
shares
|
$992,182
0.69% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
3,699
shares
|
$992,182
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
3,694
shares
|
$990,841
0.26% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,689
shares
|
$989,500
0.25% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 10, 2025 Q4 2024 |
3,688
shares
|
$989,232
0.72% of portfolio
|
Q4 2024
Reduced 57.94%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
3,688
shares
|
$989,232
0.1% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
3,682
shares
|
$987,622
0.05% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
3,679
shares
|
$986,818
0.29% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,674
shares
|
$985,477
0.07% of portfolio
|
Q3 2024
Reduced 34.6%
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
3,672
shares
|
$984,940
0.1% of portfolio
|
Q3 2024
Added 40.58%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
3,665
shares
|
$983,062
0.34% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
3,661
shares
|
$981,990
0.54% of portfolio
|
Q3 2024
Reduced 4.74%
|