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 |
|---|---|---|---|---|---|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
3,650
shares
|
$979,039
0.36% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
3,647
shares
|
$978,234
0.29% of portfolio
|
Q3 2024
Reduced 13.41%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
3,641
shares
|
$976,625
0.44% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
3,636
shares
|
$975,284
0.18% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
3,633
shares
|
$974,479
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,629
shares
|
$973,406
0.3% of portfolio
|
Q3 2024
Added 22.19%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
3,627
shares
|
$972,870
0.12% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
3,626
shares
|
$972,601
0.05% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,617
shares
|
$970,187
0.11% of portfolio
|
Q3 2024
Reduced 74.79%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
3,600
shares
|
$965,628
0.31% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
3,600
shares
|
$965,628
0.43% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,592
shares
|
$963,482
0.12% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
3,586
shares
|
$961,872
0.09% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
3,578
shares
|
$959,726
0.26% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
3,575
shares
|
$958,922
0.68% of portfolio
|
Q2 2024
Added 7.52%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
3,573
shares
|
$958,385
0.56% of portfolio
|
Q4 2024
Reduced 36.74%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
3,573
shares
|
$958,385
0.64% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
3,567
shares
|
$956,776
0.32% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
3,562
shares
|
$955,435
0.33% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
3,562
shares
|
$955,435
0.48% of portfolio
|
Q2 2023
Reduced 0.84%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
3,558
shares
|
$954,362
0.19% of portfolio
|
Q3 2024
Added 76.31%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
3,545
shares
|
$950,875
0.18% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
3,535
shares
|
$948,193
0.59% of portfolio
|
Q4 2024
Added 16.13%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
3,534
shares
|
$947,924
0.3% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
3,529
shares
|
$946,583
0.0% of portfolio
|
Q4 2023
Reduced 0.17%
|