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 4,711 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 $519 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
2,550
shares
|
$683,986
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
2,549
shares
|
$683,718
0.07% of portfolio
|
Q3 2024
Added 55.81%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
2,546
shares
|
$682,913
0.16% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jan 24, 2025 Q4 2024 |
2,539
shares
|
$681,035
0.28% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Manteio Capital LLC
|
Nov 01, 2022 Q3 2022 |
2,538
shares
|
$680,767
25.17% of portfolio
|
Q3 2022
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
2,531
shares
|
$678,890
0.25% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
America First Investment Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,529
shares
|
$678,353
0.13% of portfolio
|
Q1 2023
Added 20.43%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
2,529
shares
|
$678,353
0.25% of portfolio
|
Q1 2024
Reduced 12.94%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
2,528
shares
|
$678,085
0.19% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Oct 31, 2024 Q3 2024 |
2,527
shares
|
$677,817
0.02% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
2,519
shares
|
$675,671
0.05% of portfolio
|
Q3 2024
Reduced 72.99%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
2,517
shares
|
$675,134
0.58% of portfolio
|
Q3 2023
Reduced 3.97%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
2,516
shares
|
$674,866
0.38% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Nov 13, 2024 Q3 2024 |
2,500
shares
|
$670,575
0.31% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
2,494
shares
|
$668,965
0.75% of portfolio
|
Q4 2024
Reduced 37.93%
|
|
|
Arnhold LLC
|
Nov 13, 2024 Q3 2024 |
2,492
shares
|
$668,429
0.05% of portfolio
|
Q3 2023
Added 1.63%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
2,480
shares
|
$665,210
0.04% of portfolio
|
Q2 2024
Added 11.31%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
2,476
shares
|
$664,137
0.38% of portfolio
|
Q4 2023
Added 7.47%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Oct 23, 2024 Q3 2024 |
2,476
shares
|
$664,137
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
2,472
shares
|
$663,064
0.23% of portfolio
|
Q4 2024
Added 49.82%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Oct 21, 2024 Q3 2024 |
2,470
shares
|
$662,528
0.07% of portfolio
|
Q3 2024
Reduced 84.54%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
2,468
shares
|
$661,991
0.22% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
2,458
shares
|
$659,309
0.04% of portfolio
|
Q3 2024
Added 85.37%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 17, 2025 Q4 2024 |
2,457
shares
|
$659,041
1.77% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
2,454
shares
|
$658,236
0.43% of portfolio
|
Q3 2024
Reduced 65.3%
|