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 |
|---|---|---|---|---|---|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
3,526
shares
|
$945,778
0.48% of portfolio
|
Q4 2024
Reduced 12.14%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
3,518
shares
|
$943,633
0.21% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,517
shares
|
$943,364
0.18% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
3,516
shares
|
$943,096
0.04% of portfolio
|
Q3 2024
Added 32.98%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
3,513
shares
|
$942,291
0.1% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
3,511
shares
|
$941,755
0.09% of portfolio
|
Q3 2024
Reduced 23.17%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
3,505
shares
|
$940,146
0.47% of portfolio
|
Q3 2024
Reduced 25.91%
|
|
|
Keating Investment Counselors Inc
|
Nov 12, 2024 Q3 2024 |
3,500
shares
|
$938,805
0.3% of portfolio
|
Q2 2024
Added 19.66%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 21, 2024 Q3 2024 |
3,498
shares
|
$938,268
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
3,496
shares
|
$937,732
0.06% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
3,488
shares
|
$935,586
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
3,471
shares
|
$931,026
0.09% of portfolio
|
Q2 2024
Reduced 24.48%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
3,466
shares
|
$929,685
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
3,460
shares
|
$928,075
0.05% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
3,458
shares
|
$927,539
0.54% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
3,456
shares
|
$927,002
0.21% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
3,452
shares
|
$925,929
0.07% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2024 Q3 2024 |
3,452
shares
|
$925,929
0.5% of portfolio
|
Q3 2024
Reduced 52.75%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
3,450
shares
|
$925,393
0.36% of portfolio
|
Q2 2024
Reduced 8.73%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
3,448
shares
|
$924,857
0.27% of portfolio
|
Q4 2022
Added 0.29%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,445
shares
|
$924,052
0.31% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
3,437
shares
|
$921,906
0.22% of portfolio
|
Q4 2024
Reduced 38.36%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
3,436
shares
|
$921,638
0.34% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
3,419
shares
|
$917,078
0.31% of portfolio
|
Q2 2024
Reduced 5.05%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Nov 07, 2024 Q3 2024 |
3,407
shares
|
$913,859
0.4% of portfolio
|
Q3 2024
Added 0.83%
|