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 |
|---|---|---|---|---|---|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
2,218
shares
|
$591,274
0.23% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
2,214
shares
|
$590,208
0.13% of portfolio
|
Q2 2024
Added 1.1%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
2,213
shares
|
$589,941
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
2,210
shares
|
$589,141
0.12% of portfolio
|
Q3 2024
Added 47.33%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
2,207
shares
|
$588,342
0.64% of portfolio
|
Q1 2024
Added 7.76%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
2,206
shares
|
$588,075
0.04% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
2,202
shares
|
$587,009
0.14% of portfolio
|
Q4 2023
Added 9.99%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,202
shares
|
$587,009
0.07% of portfolio
|
Q3 2023
Reduced 3.8%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jan 22, 2025 Q4 2024 |
2,202
shares
|
$587,009
0.29% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
2,201
shares
|
$586,742
0.05% of portfolio
|
Q4 2024
Added 16.52%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jan 23, 2025 Q4 2024 |
2,200
shares
|
$586,476
0.46% of portfolio
|
Q4 2023
New holding
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
2,200
shares
|
$586,476
0.32% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
2,196
shares
|
$585,409
0.21% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
2,196
shares
|
$585,409
0.18% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
2,191
shares
|
$584,076
0.2% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
2,179
shares
|
$580,877
0.2% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
2,179
shares
|
$580,877
0.33% of portfolio
|
Q2 2024
Added 5.62%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
2,170
shares
|
$578,478
0.1% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
2,170
shares
|
$578,478
0.14% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
2,170
shares
|
$578,478
0.39% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
2,164
shares
|
$576,879
0.1% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Intrinsic Value Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,162
shares
|
$576,345
0.54% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,155
shares
|
$574,479
0.27% of portfolio
|
Q4 2024
Added 29.04%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
2,154
shares
|
$574,213
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
2,149
shares
|
$572,880
0.07% of portfolio
|
Q4 2024
Added 31.04%
|