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 |
|---|---|---|---|---|---|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,914
shares
|
$781,622
0.1% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
2,913
shares
|
$781,353
0.45% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Dock Street Asset Management Inc
|
Jan 28, 2025 Q4 2024 |
2,911
shares
|
$780,817
0.09% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
2,909
shares
|
$780,281
0.37% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
2,905
shares
|
$779,208
0.2% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
2,904
shares
|
$778,939
0.09% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,901
shares
|
$778,135
0.03% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
2,896
shares
|
$776,794
0.13% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
2,893
shares
|
$775,989
0.46% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,893
shares
|
$775,989
0.08% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
2,888
shares
|
$774,648
0.05% of portfolio
|
Q4 2023
Reduced 4.18%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
2,881
shares
|
$772,770
0.39% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
2,879
shares
|
$772,234
0.04% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
2,876
shares
|
$771,429
0.23% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
2,874
shares
|
$770,893
0.17% of portfolio
|
Q3 2023
Reduced 2.28%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,872
shares
|
$770,356
0.17% of portfolio
|
Q3 2024
Added 28.33%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
2,871
shares
|
$770,088
0.07% of portfolio
|
Q4 2024
Reduced 19.08%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
2,871
shares
|
$770,088
0.51% of portfolio
|
Q4 2024
Reduced 18.67%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
2,868
shares
|
$769,283
0.31% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
2,863
shares
|
$767,942
0.13% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
2,862
shares
|
$767,674
0.56% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
2,858
shares
|
$766,601
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
2,854
shares
|
$765,528
0.21% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
2,854
shares
|
$765,528
0.15% of portfolio
|
Q3 2024
Added 14.9%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
2,853
shares
|
$765,260
0.17% of portfolio
|
Q4 2024
Reduced 1.59%
|