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 |
|---|---|---|---|---|---|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,614
shares
|
$701,153
0.07% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
2,613
shares
|
$700,884
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
2,612
shares
|
$700,616
0.17% of portfolio
|
Q1 2023
Added 7.49%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
2,612
shares
|
$700,616
0.08% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,611
shares
|
$700,348
0.37% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,608
shares
|
$699,543
0.12% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
2,607
shares
|
$699,275
1.25% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
2,601
shares
|
$697,666
0.29% of portfolio
|
Q3 2024
Reduced 14.83%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
2,601
shares
|
$697,666
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
2,599
shares
|
$697,129
0.21% of portfolio
|
Q4 2024
Reduced 35.19%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
2,598
shares
|
$696,861
0.17% of portfolio
|
Q3 2024
Added 33.37%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
2,587
shares
|
$693,911
0.29% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,585
shares
|
$693,374
0.15% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
2,584
shares
|
$693,106
0.5% of portfolio
|
Q4 2024
Added 120.48%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
2,582
shares
|
$692,569
0.27% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
2,581
shares
|
$692,301
0.14% of portfolio
|
Q3 2022
Added 18.34%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
2,581
shares
|
$692,301
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2025 Q4 2024 |
2,580
shares
|
$692,033
0.07% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,580
shares
|
$692,033
0.46% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
2,579
shares
|
$691,765
0.07% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
2,574
shares
|
$690,424
0.23% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
2,569
shares
|
$689,082
0.06% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,556
shares
|
$685,595
0.11% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
2,554
shares
|
$685,059
0.23% of portfolio
|
Q4 2024
Reduced 20.21%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
2,553
shares
|
$684,791
0.27% of portfolio
|
Q3 2024
Added 0.27%
|