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 |
|---|---|---|---|---|---|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
3,020
shares
|
$810,054
0.02% of portfolio
|
Q3 2024
Added 29.67%
|
|
|
New Jersey Better Educational Savings Trust
|
Nov 04, 2024 Q3 2024 |
3,017
shares
|
$809,249
1.2% of portfolio
|
Q2 2024
Reduced 53.3%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
3,016
shares
|
$808,981
0.54% of portfolio
|
Q3 2024
Reduced 27.88%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jan 15, 2025 Q4 2024 |
3,002
shares
|
$805,226
3.45% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$804,690
0.04% of portfolio
|
Q3 2024
Reduced 62.97%
|
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$804,690
0.2% of portfolio
|
Q3 2024
Reduced 45.45%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,998
shares
|
$804,153
0.11% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
2,995
shares
|
$803,348
0.2% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
2,987
shares
|
$801,203
0.13% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
2,987
shares
|
$801,203
0.14% of portfolio
|
Q2 2024
Added 26.19%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
2,983
shares
|
$800,130
0.37% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
2,979
shares
|
$799,057
0.45% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,978
shares
|
$798,788
0.28% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
2,977
shares
|
$798,520
0.09% of portfolio
|
Q4 2024
Added 99.4%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
2,976
shares
|
$798,252
0.46% of portfolio
|
Q4 2023
Added 1.02%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
2,975
shares
|
$797,984
0.34% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
2,970
shares
|
$796,643
0.51% of portfolio
|
Q2 2024
Reduced 10.97%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
2,960
shares
|
$793,960
0.62% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,957
shares
|
$793,156
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
2,956
shares
|
$792,887
0.38% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,955
shares
|
$792,619
0.61% of portfolio
|
Q4 2022
Added 7.42%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
2,954
shares
|
$792,351
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
2,951
shares
|
$791,546
0.11% of portfolio
|
Q2 2024
Added 4.57%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
2,948
shares
|
$790,742
0.26% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,920
shares
|
$783,231
0.08% of portfolio
|
Q2 2024
Added 28.01%
|