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 5,044 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 $531 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 |
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
3,266
shares
|
$863,007
0.18% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
3,263
shares
|
$862,215
0.41% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
3,261
shares
|
$861,686
0.16% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
3,256
shares
|
$860,365
0.38% of portfolio
|
Q4 2024
Added 2.29%
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
3,254
shares
|
$859,836
0.51% of portfolio
|
Q4 2024
Added 7.0%
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
3,250
shares
|
$858,780
0.11% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
3,245
shares
|
$857,458
1.39% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
3,225
shares
|
$852,174
0.26% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
3,224
shares
|
$851,909
0.57% of portfolio
|
Q4 2024
Added 0.06%
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,222
shares
|
$851,381
0.42% of portfolio
|
Q4 2024
Added 1.99%
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
3,221
shares
|
$851,117
0.25% of portfolio
|
Q4 2024
Added 5.99%
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
3,211
shares
|
$848,474
0.11% of portfolio
|
Q4 2024
Added 0.5%
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
3,209
shares
|
$847,946
0.21% of portfolio
|
Q3 2023
Reduced 0.22%
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
3,207
shares
|
$847,417
0.12% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
Harrington Investments, Inc
|
Feb 10, 2025 Q4 2024 |
3,203
shares
|
$846,360
0.43% of portfolio
|
Q4 2024
Added 14.31%
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
3,196
shares
|
$844,511
0.39% of portfolio
|
Q4 2024
Added 0.31%
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
3,189
shares
|
$842,661
0.74% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
3,184
shares
|
$841,340
0.17% of portfolio
|
Q4 2024
Added 0.06%
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,182
shares
|
$840,811
0.11% of portfolio
|
Q4 2024
Reduced 22.97%
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,180
shares
|
$840,283
0.1% of portfolio
|
Q4 2024
Added 2.85%
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
3,178
shares
|
$839,754
0.61% of portfolio
|
Q3 2024
New holding
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
3,176
shares
|
$839,226
0.1% of portfolio
|
Q4 2022
Added 2.35%
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
3,173
shares
|
$838,433
0.23% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
3,170
shares
|
$837,640
0.06% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
3,169
shares
|
$837,376
0.19% of portfolio
|
Q2 2024
Added 0.96%
|