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 5,077 institutions that hold shares in the stock, with a total of 2.01 Billion shares, which have been reported (via 13F filing form) to have a value of $481 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,898
shares
|
$453,830
0.24% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
1,894
shares
|
$452,874
0.07% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,893
shares
|
$452,635
0.72% of portfolio
|
Q2 2022
Reduced 20.13%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
1,893
shares
|
$452,635
0.22% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,891
shares
|
$452,157
0.09% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Riverstone Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,890
shares
|
$451,917
0.26% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
1,888
shares
|
$451,439
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
1,887
shares
|
$451,200
0.18% of portfolio
|
Q4 2024
Added 70.15%
|
|
|
Rice Hall James & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
1,882
shares
|
$450,005
0.03% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
1,882
shares
|
$450,005
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Feb 06, 2025 Q4 2024 |
1,880
shares
|
$449,526
0.07% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Roth Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
1,877
shares
|
$448,809
0.18% of portfolio
|
Q1 2024
Added 0.48%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
1,876
shares
|
$448,570
0.09% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,874
shares
|
$448,092
0.22% of portfolio
|
Q2 2022
Added 401.07%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
1,873
shares
|
$447,853
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
1,872
shares
|
$447,613
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
1,871
shares
|
$447,374
0.22% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
1,870
shares
|
$447,135
0.24% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
1,870
shares
|
$447,135
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
1,869
shares
|
$446,896
0.28% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
1,869
shares
|
$446,896
0.09% of portfolio
|
Q4 2023
Reduced 2.04%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
1,869
shares
|
$446,896
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
1,868
shares
|
$446,657
0.13% of portfolio
|
Q4 2024
Added 40.77%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
1,867
shares
|
$446,418
0.26% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
1,866
shares
|
$446,179
0.35% of portfolio
|
Q4 2024
Added 3.72%
|