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 |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,874
shares
|
$506,785
0.22% of portfolio
|
Q2 2022
Added 401.07%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
1,873
shares
|
$506,515
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
1,872
shares
|
$506,244
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
1,871
shares
|
$505,974
0.22% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
1,870
shares
|
$505,704
0.24% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
1,869
shares
|
$505,433
0.28% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
1,869
shares
|
$505,433
0.09% of portfolio
|
Q4 2023
Reduced 2.04%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
1,869
shares
|
$505,433
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
1,868
shares
|
$505,163
0.13% of portfolio
|
Q4 2024
Added 40.77%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
1,867
shares
|
$504,892
0.26% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
1,866
shares
|
$504,622
0.35% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
1,861
shares
|
$503,270
0.15% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
1,861
shares
|
$503,270
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
1,860
shares
|
$502,999
0.37% of portfolio
|
Q4 2024
Added 59.38%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,859
shares
|
$502,729
0.13% of portfolio
|
Q4 2024
Added 54.79%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
1,858
shares
|
$502,458
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
1,858
shares
|
$502,458
0.36% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
1,853
shares
|
$501,106
0.21% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
1,850
shares
|
$500,295
0.2% of portfolio
|
Q2 2024
Reduced 21.81%
|
|
|
Defender Capital, Llc.
|
Jan 23, 2025 Q4 2024 |
1,849
shares
|
$500,025
0.17% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,846
shares
|
$499,213
0.26% of portfolio
|
Q3 2024
Reduced 37.04%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Nov 12, 2024 Q3 2024 |
1,845
shares
|
$498,943
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
1,843
shares
|
$498,402
0.16% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
1,835
shares
|
$496,239
0.14% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,834
shares
|
$495,968
0.06% of portfolio
|
Q4 2024
Reduced 0.76%
|