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 |
|---|---|---|---|---|---|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 14, 2025 Q4 2024 |
1,457
shares
|
$387,416
0.36% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
1,453
shares
|
$386,352
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
1,449
shares
|
$385,289
0.16% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
1,449
shares
|
$385,289
0.07% of portfolio
|
Q1 2023
Added 3.87%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
1,445
shares
|
$384,225
0.05% of portfolio
|
Q4 2019
Added 4.29%
|
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
1,441
shares
|
$383,161
0.15% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,440
shares
|
$382,895
0.31% of portfolio
|
Q3 2024
Reduced 46.43%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,439
shares
|
$382,630
0.14% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
1,436
shares
|
$381,832
0.19% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
1,434
shares
|
$381,300
0.13% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
1,432
shares
|
$380,768
0.26% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
1,432
shares
|
$380,768
0.24% of portfolio
|
Q3 2024
Added 18.54%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
1,432
shares
|
$380,768
0.07% of portfolio
|
Q4 2023
Added 17.76%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
1,431
shares
|
$380,502
0.12% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
1,429
shares
|
$379,971
0.12% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,426
shares
|
$379,173
0.09% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
1,424
shares
|
$378,641
0.28% of portfolio
|
Q3 2024
Added 12.21%
|
|
|
Satovsky Asset Management LLC
|
Oct 18, 2024 Q3 2024 |
1,422
shares
|
$378,109
0.07% of portfolio
|
Q3 2024
Added 22.38%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
1,422
shares
|
$378,109
0.16% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
1,422
shares
|
$378,109
0.2% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
1,421
shares
|
$377,843
0.13% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
1,421
shares
|
$377,843
0.1% of portfolio
|
Q4 2024
Reduced 94.84%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
1,408
shares
|
$374,387
0.08% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
1,407
shares
|
$374,121
0.21% of portfolio
|
Q4 2024
Reduced 35.01%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
1,405
shares
|
$373,589
0.1% of portfolio
|
Q3 2024
Reduced 15.41%
|