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 4,804 institutions that hold shares in the stock, with a total of 1.97 Billion shares, which have been reported (via 13F filing form) to have a value of $545 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
2,480
shares
|
$686,712
0.04% of portfolio
|
Q2 2024
Added 11.31%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Feb 03, 2025 Q4 2024 |
2,476
shares
|
$685,604
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
2,472
shares
|
$684,496
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
|
$683,943
0.07% of portfolio
|
Q3 2024
Reduced 84.54%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
2,468
shares
|
$683,389
0.22% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
2,461
shares
|
$681,450
0.27% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 17, 2025 Q4 2024 |
2,457
shares
|
$680,343
1.77% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
2,454
shares
|
$679,512
0.43% of portfolio
|
Q3 2024
Reduced 65.3%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,453
shares
|
$679,235
0.39% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Feb 03, 2025 Q4 2024 |
2,450
shares
|
$678,405
0.68% of portfolio
|
Q1 2022
Reduced 2.0%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
2,446
shares
|
$677,297
0.3% of portfolio
|
Q2 2023
Reduced 0.41%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
2,444
shares
|
$676,743
0.34% of portfolio
|
Q3 2024
Added 20.69%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
2,443
shares
|
$676,466
0.21% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
2,442
shares
|
$676,189
0.04% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
2,440
shares
|
$675,636
0.25% of portfolio
|
Q1 2024
Reduced 7.58%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
2,435
shares
|
$674,251
0.29% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Feb 03, 2025 Q4 2024 |
2,434
shares
|
$673,974
0.02% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
2,433
shares
|
$673,697
0.22% of portfolio
|
Q4 2024
Reduced 36.36%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,433
shares
|
$673,697
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
2,431
shares
|
$673,143
0.33% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
2,429
shares
|
$672,590
0.3% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,428
shares
|
$672,313
0.15% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
2,427
shares
|
$672,036
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
2,424
shares
|
$671,205
0.06% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,422
shares
|
$670,651
0.68% of portfolio
|
Q3 2024
New holding
|