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 |
|---|---|---|---|---|---|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
2,302
shares
|
$617,465
0.24% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
2,300
shares
|
$616,929
0.13% of portfolio
|
Q3 2024
Added 91.67%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
2,297
shares
|
$616,124
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
2,287
shares
|
$613,442
0.15% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
2,286
shares
|
$613,173
0.09% of portfolio
|
Q4 2024
Added 28.0%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
2,280
shares
|
$611,564
0.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
2,278
shares
|
$611,027
0.1% of portfolio
|
Q3 2024
Reduced 86.32%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
2,276
shares
|
$610,491
0.13% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
S&T Bank
Indiana, PA |
Nov 13, 2024 Q3 2024 |
2,275
shares
|
$610,223
0.13% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
2,274
shares
|
$609,955
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
2,274
shares
|
$609,955
0.98% of portfolio
|
Q4 2024
Reduced 15.4%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
2,257
shares
|
$605,395
0.24% of portfolio
|
Q2 2024
Added 4.64%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
2,253
shares
|
$604,322
0.13% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
2,249
shares
|
$603,249
0.29% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
2,248
shares
|
$602,981
0.03% of portfolio
|
Q3 2022
Added 0.4%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
2,238
shares
|
$600,298
0.27% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
2,237
shares
|
$600,030
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,233
shares
|
$598,957
0.07% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
2,231
shares
|
$598,421
0.17% of portfolio
|
Q3 2024
Added 43.2%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
2,222
shares
|
$596,007
0.17% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
2,221
shares
|
$595,738
0.19% of portfolio
|
Q3 2024
Added 25.2%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
2,220
shares
|
$595,470
0.32% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,220
shares
|
$595,470
0.38% of portfolio
|
Q3 2022
Reduced 57.89%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
2,220
shares
|
$595,470
0.23% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
2,220
shares
|
$595,470
0.34% of portfolio
|
Q3 2024
Reduced 2.03%
|