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 |
|---|---|---|---|---|---|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,083
shares
|
$555,286
0.36% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
2,076
shares
|
$553,420
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
2,074
shares
|
$552,886
0.34% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,071
shares
|
$552,087
0.14% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
2,069
shares
|
$551,554
0.38% of portfolio
|
Q2 2024
Reduced 8.81%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
2,067
shares
|
$551,020
0.18% of portfolio
|
Q1 2024
Reduced 44.04%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
2,067
shares
|
$551,020
0.01% of portfolio
|
Q3 2024
Added 37.07%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
2,065
shares
|
$550,487
0.25% of portfolio
|
Q2 2024
Added 97.23%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
2,062
shares
|
$549,687
0.09% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
2,062
shares
|
$549,687
0.01% of portfolio
|
Q2 2024
Reduced 30.92%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
2,062
shares
|
$549,687
0.19% of portfolio
|
Q3 2024
Added 42.9%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
2,062
shares
|
$549,687
0.23% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,055
shares
|
$547,821
0.3% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2024 Q3 2024 |
2,048
shares
|
$545,955
0.01% of portfolio
|
Q3 2024
Reduced 92.0%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
2,045
shares
|
$545,156
0.04% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
2,043
shares
|
$544,622
0.24% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
2,040
shares
|
$543,823
0.17% of portfolio
|
Q4 2024
Added 32.47%
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
2,035
shares
|
$542,490
0.13% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
2,034
shares
|
$542,223
0.43% of portfolio
|
Q4 2024
Added 87.29%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
2,027
shares
|
$540,357
0.15% of portfolio
|
Q1 2024
Reduced 51.32%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
2,027
shares
|
$540,357
0.15% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Kercheville Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,025
shares
|
$539,824
0.19% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,025
shares
|
$539,824
0.44% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
2,025
shares
|
$539,824
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
2,024
shares
|
$539,557
0.06% of portfolio
|
Q3 2024
Added 2.53%
|