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 |
|---|---|---|---|---|---|
|
Bender Robert & Associates
|
Oct 30, 2024 Q3 2024 |
2,848
shares
|
$763,919
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
2,840
shares
|
$761,773
0.43% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,837
shares
|
$760,968
0.61% of portfolio
|
Q2 2024
Added 2.16%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,830
shares
|
$759,090
0.12% of portfolio
|
Q2 2024
Added 4.7%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,811
shares
|
$753,994
0.11% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,804
shares
|
$752,116
0.2% of portfolio
|
Q3 2024
Added 17.37%
|
|
|
Westwood Wealth Management
|
Nov 12, 2024 Q3 2024 |
2,803
shares
|
$751,848
0.23% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
2,802
shares
|
$751,580
0.52% of portfolio
|
Q1 2024
Reduced 4.14%
|
|
|
Harrington Investments, Inc
|
Oct 11, 2024 Q3 2024 |
2,802
shares
|
$751,580
0.33% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
2,801
shares
|
$751,312
0.4% of portfolio
|
Q4 2024
Reduced 56.15%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
2,799
shares
|
$750,775
0.11% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,799
shares
|
$750,775
0.21% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
2,798
shares
|
$750,507
0.19% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
2,798
shares
|
$750,507
0.1% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
2,781
shares
|
$745,947
0.22% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
2,778
shares
|
$745,142
0.28% of portfolio
|
Q3 2023
Added 0.29%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
2,778
shares
|
$745,142
0.3% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
2,766
shares
|
$741,924
0.34% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
2,764
shares
|
$741,387
0.53% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
2,761
shares
|
$740,583
0.31% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
2,744
shares
|
$736,023
0.56% of portfolio
|
Q4 2024
Reduced 13.87%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
2,741
shares
|
$735,218
0.44% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
2,733
shares
|
$733,072
0.35% of portfolio
|
Q3 2024
Reduced 46.21%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
2,732
shares
|
$732,804
0.16% of portfolio
|
Q3 2024
Added 32.81%
|
|
|
Reik & Co., LLC
|
Jan 29, 2025 Q4 2024 |
2,732
shares
|
$732,804
0.17% of portfolio
|
Q2 2023
Added 0.37%
|