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 |
|---|---|---|---|---|---|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
3,286
shares
|
$881,403
0.56% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
3,281
shares
|
$880,062
0.33% of portfolio
|
Q3 2024
Reduced 49.65%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
3,278
shares
|
$879,257
0.4% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
3,269
shares
|
$876,843
0.28% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
3,268
shares
|
$876,575
0.3% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
3,266
shares
|
$876,039
0.18% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
3,263
shares
|
$875,234
0.36% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
3,261
shares
|
$874,698
0.16% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
3,260
shares
|
$874,429
0.15% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
3,256
shares
|
$873,356
0.38% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
3,256
shares
|
$873,356
0.42% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
3,254
shares
|
$872,820
0.51% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
3,250
shares
|
$871,747
0.6% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
3,245
shares
|
$870,406
1.39% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
3,240
shares
|
$869,065
0.07% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
3,225
shares
|
$865,041
0.26% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
3,222
shares
|
$864,237
0.53% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
3,221
shares
|
$863,968
0.25% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
3,220
shares
|
$863,700
0.41% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Oct 24, 2024 Q3 2024 |
3,213
shares
|
$861,822
0.6% of portfolio
|
Q3 2024
Reduced 34.64%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
3,209
shares
|
$860,750
0.21% of portfolio
|
Q3 2023
Reduced 0.22%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
3,207
shares
|
$860,213
0.12% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
3,201
shares
|
$858,604
0.01% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,195
shares
|
$856,994
0.1% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
3,190
shares
|
$855,653
0.46% of portfolio
|
Q3 2024
Added 8.76%
|