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 5,053 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 |
Discipline Wealth Solutions, LLC
Greenville, SC |
Feb 26, 2025 Q4 2024 |
4,097
shares
|
$1.06 Million
0.48% of portfolio
|
Q4 2024
Added 10.76%
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Feb 10, 2025 Q4 2024 |
4,091
shares
|
$1.06 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
4,087
shares
|
$1.06 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jan 30, 2025 Q4 2024 |
4,085
shares
|
$1.06 Million
0.44% of portfolio
|
Q3 2024
Added 1.82%
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Feb 06, 2025 Q4 2024 |
4,083
shares
|
$1.06 Million
0.6% of portfolio
|
Q4 2024
Added 27.99%
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
4,081
shares
|
$1.06 Million
0.33% of portfolio
|
Q2 2024
Added 2.2%
|
|
Connective Portfolio Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,080
shares
|
$1.06 Million
1.56% of portfolio
|
Q4 2024
Reduced 59.52%
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
4,078
shares
|
$1.06 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
4,072
shares
|
$1.05 Million
0.81% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
4,067
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
Added 5.99%
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,058
shares
|
$1.05 Million
0.18% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
4,055
shares
|
$1.05 Million
0.18% of portfolio
|
Q4 2024
Added 4.16%
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
4,053
shares
|
$1.05 Million
0.22% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
Ninepoint Partners LP
|
Feb 10, 2025 Q4 2024 |
4,050
shares
|
$1.05 Million
0.19% of portfolio
|
Q4 2024
Added 3.34%
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
4,049
shares
|
$1.05 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,048
shares
|
$1.05 Million
0.21% of portfolio
|
Q4 2024
Added 0.72%
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,046
shares
|
$1.05 Million
0.18% of portfolio
|
Q4 2024
Added 3.29%
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
4,041
shares
|
$1.05 Million
0.67% of portfolio
|
Q4 2023
Added 4.7%
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
4,017
shares
|
$1.04 Million
0.69% of portfolio
|
Q3 2024
Added 3.0%
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
4,015
shares
|
$1.04 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
4,014
shares
|
$1.04 Million
0.5% of portfolio
|
Q4 2024
Added 24.66%
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
4,003
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
4,000
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$1.04 Million
0.5% of portfolio
|
Q4 2024
Added 60.0%
|
|
Epacria Capital Partners, LLC
Boulder, CO |
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$1.04 Million
0.81% of portfolio
|
Q4 2024
Reduced 61.54%
|