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 |
|---|---|---|---|---|---|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
3,106
shares
|
$833,122
0.05% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
3,104
shares
|
$832,585
0.09% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
3,094
shares
|
$829,903
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,092
shares
|
$829,367
0.09% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,091
shares
|
$829,098
0.11% of portfolio
|
Q1 2024
Reduced 5.15%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
3,091
shares
|
$829,098
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
3,090
shares
|
$828,830
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,089
shares
|
$828,562
0.15% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
3,089
shares
|
$828,562
0.19% of portfolio
|
Q4 2024
Added 10.24%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
3,086
shares
|
$827,757
0.15% of portfolio
|
Q4 2024
Reduced 15.91%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
3,085
shares
|
$827,489
0.11% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Silver Lake Advisory, LLC
|
Jan 21, 2025 Q4 2024 |
3,084
shares
|
$827,221
0.17% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
3,075
shares
|
$824,807
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
North Point Portfolio Managers Corp
|
Jan 22, 2025 Q4 2024 |
3,069
shares
|
$823,197
0.14% of portfolio
|
Q2 2024
Added 4.49%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
3,067
shares
|
$822,661
0.55% of portfolio
|
Q2 2024
Reduced 33.73%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
3,061
shares
|
$821,052
0.1% of portfolio
|
Q2 2022
Reduced 16.68%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
3,061
shares
|
$821,052
0.13% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,055
shares
|
$819,442
0.36% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
3,054
shares
|
$819,174
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
3,052
shares
|
$818,637
0.21% of portfolio
|
Q4 2024
Added 49.53%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
3,052
shares
|
$818,637
0.06% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
3,051
shares
|
$818,369
0.16% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
3,029
shares
|
$812,468
0.34% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,025
shares
|
$811,395
0.13% of portfolio
|
Q2 2023
Added 163.04%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,022
shares
|
$810,591
0.34% of portfolio
|
Q4 2022
Added 0.57%
|