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 4,689 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 $518 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
1,582
shares
|
$420,653
0.22% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,575
shares
|
$418,792
0.01% of portfolio
|
Q3 2024
Reduced 99.8%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
1,572
shares
|
$417,994
0.11% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,570
shares
|
$417,462
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
1,566
shares
|
$416,399
0.09% of portfolio
|
Q1 2024
Reduced 87.55%
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
1,565
shares
|
$416,133
0.21% of portfolio
|
Q3 2024
Added 13.0%
|
|
|
Bourne Lent Asset Management Inc
|
Jan 17, 2025 Q4 2024 |
1,550
shares
|
$412,144
0.14% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,547
shares
|
$411,347
0.14% of portfolio
|
Q1 2024
Reduced 30.09%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,547
shares
|
$411,347
0.22% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
1,546
shares
|
$411,081
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
1,545
shares
|
$410,815
0.11% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
1,544
shares
|
$410,549
0.12% of portfolio
|
Q3 2024
Added 18.13%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
1,541
shares
|
$409,751
0.06% of portfolio
|
Q3 2024
Added 16.21%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
1,541
shares
|
$409,751
0.17% of portfolio
|
Q1 2024
Reduced 3.14%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
1,540
shares
|
$409,485
0.12% of portfolio
|
Q2 2024
Reduced 24.51%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,536
shares
|
$408,422
0.15% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,533
shares
|
$407,624
0.13% of portfolio
|
Q2 2022
Added 84.03%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,531
shares
|
$407,092
0.01% of portfolio
|
Q3 2024
Reduced 72.06%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
1,530
shares
|
$406,826
0.28% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,527
shares
|
$406,029
0.21% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
1,527
shares
|
$406,029
0.02% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,525
shares
|
$405,497
0.27% of portfolio
|
Q4 2024
Reduced 79.83%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
1,521
shares
|
$404,433
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Elite Life Management LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
1,519
shares
|
$403,902
1.05% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,511
shares
|
$401,774
0.27% of portfolio
|
Q1 2024
Added 0.6%
|