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 |
|---|---|---|---|---|---|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 29, 2024 Q3 2024 |
1,675
shares
|
$446,521
0.11% of portfolio
|
Q2 2024
Reduced 37.38%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
1,675
shares
|
$446,521
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
1,673
shares
|
$445,988
0.11% of portfolio
|
Q2 2024
Added 1.21%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
1,673
shares
|
$445,988
0.01% of portfolio
|
Q3 2024
Added 373.94%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,673
shares
|
$445,988
0.14% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
1,666
shares
|
$444,122
0.19% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
1,664
shares
|
$443,589
0.29% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
1,661
shares
|
$442,789
0.18% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
1,659
shares
|
$442,256
0.19% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
1,658
shares
|
$441,989
0.14% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
Baskin Financial Services Inc.
|
Jan 24, 2025 Q4 2024 |
1,654
shares
|
$440,923
0.03% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
1,651
shares
|
$440,123
0.12% of portfolio
|
Q3 2024
Added 26.13%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
1,651
shares
|
$440,123
0.06% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
1,648
shares
|
$439,323
0.06% of portfolio
|
Q3 2024
Reduced 25.77%
|
|
|
Edmp, Inc.
|
Jan 29, 2025 Q4 2024 |
1,645
shares
|
$438,524
0.38% of portfolio
|
Q4 2024
Added 27.62%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
1,645
shares
|
$438,524
0.08% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,642
shares
|
$437,724
0.19% of portfolio
|
Q4 2024
Added 18.47%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
1,640
shares
|
$437,191
0.07% of portfolio
|
Q3 2023
Reduced 30.27%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
1,637
shares
|
$436,391
0.09% of portfolio
|
Q2 2024
Reduced 23.72%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,634
shares
|
$435,591
0.3% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
1,629
shares
|
$434,258
0.15% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,627
shares
|
$433,725
2.83% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Lazard Freres Gestion S.A.S.
|
Nov 13, 2024 Q3 2024 |
1,625
shares
|
$433,192
0.01% of portfolio
|
Q3 2024
Reduced 25.7%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,625
shares
|
$433,192
0.17% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Front Street Capital Management, Inc.
|
Nov 13, 2024 Q3 2024 |
1,621
shares
|
$432,126
0.06% of portfolio
|
Q3 2024
Reduced 7.48%
|