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 5,050 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 $517 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 |
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
3,811
shares
|
$980,951
0.53% of portfolio
|
Q1 2024
Added 0.03%
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
3,810
shares
|
$980,693
0.43% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
3,799
shares
|
$977,862
0.4% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
3,797
shares
|
$977,347
0.2% of portfolio
|
Q4 2024
Added 37.13%
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
3,793
shares
|
$976,318
0.11% of portfolio
|
Q1 2023
Added 2.87%
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
3,790
shares
|
$975,545
0.05% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,784
shares
|
$974,001
0.5% of portfolio
|
Q4 2024
Added 0.42%
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
3,781
shares
|
$973,229
0.3% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
3,780
shares
|
$972,971
0.21% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
3,780
shares
|
$972,971
0.35% of portfolio
|
Q4 2024
New holding
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
3,779
shares
|
$972,714
0.26% of portfolio
|
Q4 2022
New holding
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
3,770
shares
|
$970,397
0.24% of portfolio
|
Q4 2024
Added 0.03%
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,768
shares
|
$969,883
0.14% of portfolio
|
Q3 2024
Reduced 13.1%
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
3,757
shares
|
$967,051
0.55% of portfolio
|
Q4 2024
Added 5.92%
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
3,749
shares
|
$964,992
0.37% of portfolio
|
Q2 2022
Reduced 4.65%
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
3,745
shares
|
$963,962
0.01% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
3,738
shares
|
$962,161
0.11% of portfolio
|
Q4 2024
Added 0.35%
|
|
Hourglass Capital, LLC
|
Jan 30, 2025 Q4 2024 |
3,735
shares
|
$961,388
0.25% of portfolio
|
Q2 2024
Added 0.67%
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
3,734
shares
|
$961,131
0.31% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
Griffith & Werner, Inc.
Canton, GA |
Feb 20, 2025 Q4 2024 |
3,720
shares
|
$957,527
0.59% of portfolio
|
Q4 2024
New holding
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
3,717
shares
|
$956,755
1.17% of portfolio
|
Q4 2024
Added 3.45%
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,715
shares
|
$956,240
0.36% of portfolio
|
Q4 2024
Added 2.54%
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,714
shares
|
$955,983
0.22% of portfolio
|
Q4 2024
Added 45.88%
|
|
Kdt Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,712
shares
|
$955,468
1.31% of portfolio
|
Q4 2024
New holding
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,702
shares
|
$952,894
0.3% of portfolio
|
Q4 2024
Added 2.95%
|