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 |
|---|---|---|---|---|---|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
1,953
shares
|
$520,630
0.35% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
1,948
shares
|
$519,297
0.36% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
1,944
shares
|
$518,231
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2024 Q3 2024 |
1,943
shares
|
$517,964
0.46% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
1,943
shares
|
$517,964
0.18% of portfolio
|
Q4 2024
Reduced 73.71%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
1,940
shares
|
$517,165
0.12% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
1,940
shares
|
$517,165
0.29% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
1,938
shares
|
$516,632
0.17% of portfolio
|
Q4 2024
Added 24.63%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
1,938
shares
|
$516,632
0.16% of portfolio
|
Q3 2024
Reduced 34.55%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
1,937
shares
|
$516,365
0.13% of portfolio
|
Q4 2023
Added 5.44%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,936
shares
|
$516,098
0.2% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,926
shares
|
$513,433
0.17% of portfolio
|
Q4 2024
Added 16.16%
|
|
|
Deltec Asset Management LLC
|
Jan 27, 2025 Q4 2024 |
1,925
shares
|
$513,166
0.1% of portfolio
|
Q4 2024
Reduced 40.31%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,925
shares
|
$513,166
0.12% of portfolio
|
Q2 2024
Reduced 14.48%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1,911
shares
|
$509,434
0.2% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
1,909
shares
|
$508,901
0.05% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
1,909
shares
|
$508,901
0.14% of portfolio
|
Q3 2024
Reduced 91.82%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
1,905
shares
|
$507,834
0.18% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
1,905
shares
|
$507,834
0.28% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
1,903
shares
|
$507,301
0.16% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,902
shares
|
$507,035
0.2% of portfolio
|
Q3 2023
Reduced 17.12%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
1,899
shares
|
$506,235
0.19% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,898
shares
|
$505,968
0.24% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,893
shares
|
$504,635
0.72% of portfolio
|
Q2 2022
Reduced 20.13%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
1,893
shares
|
$504,635
0.22% of portfolio
|
Q4 2024
Added 8.92%
|