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 4,679 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 $515 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
1,316
shares
|
$348,529
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Manatuck Hill Partners, LLC
Westport, CT |
Nov 14, 2024 Q3 2024 |
1,305
shares
|
$345,616
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
1,304
shares
|
$345,351
0.13% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
1,303
shares
|
$345,086
0.16% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
1,301
shares
|
$344,556
0.1% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
1,300
shares
|
$344,291
0.25% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
1,300
shares
|
$344,291
0.25% of portfolio
|
Q1 2024
Reduced 80.88%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,300
shares
|
$344,291
0.68% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Oct 28, 2024 Q3 2024 |
1,298
shares
|
$343,762
0.21% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
1,296
shares
|
$343,232
0.17% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
1,295
shares
|
$342,967
0.22% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
1,294
shares
|
$342,702
0.14% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
1,292
shares
|
$342,173
0.17% of portfolio
|
Q2 2024
Reduced 15.89%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
1,291
shares
|
$341,908
0.05% of portfolio
|
Q2 2024
Added 4.11%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,291
shares
|
$341,908
0.38% of portfolio
|
Q4 2023
Reduced 7.36%
|
|
|
Edmp, Inc.
|
Oct 31, 2024 Q3 2024 |
1,289
shares
|
$341,378
0.23% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
1,289
shares
|
$341,378
0.21% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,286
shares
|
$340,584
0.18% of portfolio
|
Q2 2024
Added 15.75%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
1,285
shares
|
$340,319
0.1% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
1,285
shares
|
$340,319
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
1,283
shares
|
$339,789
0.13% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,282
shares
|
$339,524
0.18% of portfolio
|
Q4 2024
Reduced 16.54%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
1,282
shares
|
$339,524
0.14% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
1,281
shares
|
$339,260
0.06% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
1,280
shares
|
$338,995
0.09% of portfolio
|
Q3 2024
Added 6.4%
|