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 |
|---|---|---|---|---|---|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
2,149
shares
|
$572,880
0.05% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
2,148
shares
|
$572,613
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
2,147
shares
|
$572,347
0.0% of portfolio
|
Q3 2024
Added 728.96%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
2,146
shares
|
$572,080
0.05% of portfolio
|
Q4 2023
Reduced 5.09%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
2,140
shares
|
$570,481
0.19% of portfolio
|
Q3 2024
Added 33.83%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
2,140
shares
|
$570,481
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,139
shares
|
$570,214
0.44% of portfolio
|
Q4 2024
Added 39.53%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
2,137
shares
|
$569,681
0.14% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
2,132
shares
|
$568,348
0.24% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
2,131
shares
|
$568,081
0.26% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
2,124
shares
|
$566,215
0.21% of portfolio
|
Q3 2024
Added 11.26%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
2,123
shares
|
$565,949
0.11% of portfolio
|
Q2 2024
Reduced 12.02%
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
2,122
shares
|
$565,682
0.12% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Broderick Brian C
|
Nov 06, 2024 Q3 2024 |
2,110
shares
|
$562,483
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
2,108
shares
|
$561,950
0.21% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,108
shares
|
$561,950
0.32% of portfolio
|
Q3 2023
Reduced 13.07%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
2,107
shares
|
$561,684
0.06% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,100
shares
|
$559,818
0.12% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
2,100
shares
|
$559,818
0.58% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Compton Financial Group, LLC
|
Jan 30, 2025 Q4 2024 |
2,098
shares
|
$559,284
0.15% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
2,096
shares
|
$558,751
0.28% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
2,092
shares
|
$557,685
0.09% of portfolio
|
Q3 2023
Reduced 5.98%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
2,092
shares
|
$557,685
0.34% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
2,088
shares
|
$556,619
0.36% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
2,084
shares
|
$555,552
0.25% of portfolio
|
Q2 2024
Reduced 18.05%
|