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 4,785 institutions that hold shares in the stock, with a total of 1.96 Billion shares, which have been reported (via 13F filing form) to have a value of $529 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,100
shares
|
$581,490
0.12% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
2,100
shares
|
$581,490
0.58% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Compton Financial Group, LLC
|
Jan 30, 2025 Q4 2024 |
2,098
shares
|
$580,936
0.15% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
2,096
shares
|
$580,382
0.28% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
2,095
shares
|
$580,105
0.08% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
2,094
shares
|
$579,828
0.15% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
2,092
shares
|
$579,274
0.09% of portfolio
|
Q3 2023
Reduced 5.98%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
2,092
shares
|
$579,274
0.34% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
2,088
shares
|
$578,167
0.36% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
2,087
shares
|
$577,890
0.31% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
2,084
shares
|
$577,059
0.25% of portfolio
|
Q2 2024
Reduced 18.05%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,083
shares
|
$576,782
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
|
$574,844
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
2,074
shares
|
$574,290
0.34% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,071
shares
|
$573,459
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
|
$572,906
0.38% of portfolio
|
Q2 2024
Reduced 8.81%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
2,068
shares
|
$572,629
0.19% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
2,067
shares
|
$572,352
0.18% of portfolio
|
Q1 2024
Reduced 44.04%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
2,067
shares
|
$572,352
0.01% of portfolio
|
Q3 2024
Added 37.07%
|
|
|
Freedom Day Solutions, LLC
|
Jan 31, 2025 Q4 2024 |
2,066
shares
|
$572,075
0.15% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,066
shares
|
$572,075
0.23% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
2,065
shares
|
$571,798
0.25% of portfolio
|
Q2 2024
Added 97.23%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
2,062
shares
|
$570,967
0.09% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
2,062
shares
|
$570,967
0.01% of portfolio
|
Q2 2024
Reduced 30.92%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
2,062
shares
|
$570,967
0.19% of portfolio
|
Q3 2024
Added 42.9%
|