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 |
|---|---|---|---|---|---|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,453
shares
|
$657,968
0.39% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
2,450
shares
|
$657,163
0.58% of portfolio
|
Q1 2022
Reduced 2.0%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
2,446
shares
|
$656,090
0.3% of portfolio
|
Q2 2023
Reduced 0.41%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
2,444
shares
|
$655,554
0.34% of portfolio
|
Q3 2024
Added 20.69%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
2,443
shares
|
$655,285
0.21% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
2,442
shares
|
$655,017
0.04% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
2,440
shares
|
$654,481
0.25% of portfolio
|
Q1 2024
Reduced 7.58%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
2,435
shares
|
$653,140
0.29% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
2,433
shares
|
$652,603
0.22% of portfolio
|
Q4 2024
Reduced 36.36%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,433
shares
|
$652,603
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
2,431
shares
|
$652,067
0.33% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
2,429
shares
|
$651,530
0.3% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,428
shares
|
$651,262
0.15% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
2,427
shares
|
$650,994
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
2,424
shares
|
$650,189
0.06% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,422
shares
|
$649,653
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
2,417
shares
|
$648,311
0.06% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
2,415
shares
|
$647,775
0.49% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,411
shares
|
$646,702
0.05% of portfolio
|
Q2 2024
Added 69.43%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
2,410
shares
|
$646,434
0.23% of portfolio
|
Q2 2024
Added 9.05%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
2,408
shares
|
$645,897
0.27% of portfolio
|
Q2 2024
Reduced 7.52%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
2,405
shares
|
$645,093
0.03% of portfolio
|
Q4 2024
Reduced 53.16%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
2,402
shares
|
$644,288
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
2,400
shares
|
$643,752
0.05% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
2,397
shares
|
$642,947
0.38% of portfolio
|
Q4 2024
Added 6.2%
|