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 |
|---|---|---|---|---|---|
|
Deltec Asset Management LLC
|
Jan 27, 2025 Q4 2024 |
1,925
shares
|
$520,577
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
|
$520,577
0.12% of portfolio
|
Q2 2024
Reduced 14.48%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
1,921
shares
|
$519,496
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1,911
shares
|
$516,791
0.2% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
1,909
shares
|
$516,250
0.05% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
1,909
shares
|
$516,250
0.14% of portfolio
|
Q3 2024
Reduced 91.82%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
1,905
shares
|
$515,169
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
|
$515,169
0.28% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
1,903
shares
|
$514,628
0.16% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,902
shares
|
$514,357
0.2% of portfolio
|
Q3 2023
Reduced 17.12%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
1,899
shares
|
$513,546
0.19% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,898
shares
|
$513,276
0.24% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,893
shares
|
$511,923
0.72% of portfolio
|
Q2 2022
Reduced 20.13%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
1,893
shares
|
$511,923
0.22% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,892
shares
|
$511,653
0.07% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,891
shares
|
$511,383
0.09% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Riverstone Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,890
shares
|
$511,112
0.26% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
1,887
shares
|
$510,301
0.18% of portfolio
|
Q4 2024
Added 70.15%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
1,884
shares
|
$509,490
0.16% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,882
shares
|
$508,949
0.05% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
|
Rice Hall James & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
1,882
shares
|
$508,949
0.03% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
1,882
shares
|
$508,949
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,880
shares
|
$508,408
0.15% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Roth Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
1,877
shares
|
$507,597
0.18% of portfolio
|
Q1 2024
Added 0.48%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
1,876
shares
|
$507,326
0.09% of portfolio
|
Q4 2024
Reduced 5.78%
|