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 5,074 institutions that hold shares in the stock, with a total of 2.01 Billion shares, which have been reported (via 13F filing form) to have a value of $468 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,422
shares
|
$562,969
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
Feb 07, 2025 Q4 2024 |
2,417
shares
|
$561,807
0.07% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
2,415
shares
|
$561,342
0.49% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,411
shares
|
$560,412
0.05% of portfolio
|
Q2 2024
Added 69.43%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
2,410
shares
|
$560,180
0.23% of portfolio
|
Q2 2024
Added 9.05%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
2,409
shares
|
$559,947
0.02% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,408
shares
|
$559,715
0.06% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
2,405
shares
|
$559,018
0.03% of portfolio
|
Q4 2024
Reduced 53.16%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
2,402
shares
|
$558,320
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
2,400
shares
|
$557,856
0.45% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
2,397
shares
|
$557,158
0.38% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
2,396
shares
|
$556,926
0.64% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Feb 14, 2025 Q4 2024 |
2,396
shares
|
$556,926
0.35% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
2,389
shares
|
$555,299
0.19% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
2,388
shares
|
$555,066
0.69% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
2,379
shares
|
$552,974
0.2% of portfolio
|
Q4 2022
Added 0.46%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
2,375
shares
|
$552,045
0.23% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
2,373
shares
|
$551,580
0.24% of portfolio
|
Q1 2024
Added 29.32%
|
|
|
Moody Aldrich Partners LLC
|
Jan 22, 2025 Q4 2024 |
2,360
shares
|
$548,558
0.12% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
2,360
shares
|
$548,558
0.24% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
2,360
shares
|
$548,558
0.35% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
2,357
shares
|
$547,861
0.16% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
2,349
shares
|
$546,001
0.23% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
2,343
shares
|
$544,606
0.24% of portfolio
|
Q4 2023
Reduced 1.26%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
2,343
shares
|
$544,606
0.04% of portfolio
|
Q4 2024
Reduced 4.68%
|