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 |
|---|---|---|---|---|---|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
1,861
shares
|
$444,983
0.15% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
1,861
shares
|
$444,983
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
1,860
shares
|
$444,744
0.37% of portfolio
|
Q4 2024
Added 59.38%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,859
shares
|
$444,505
0.13% of portfolio
|
Q4 2024
Added 54.79%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
1,858
shares
|
$444,266
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
1,858
shares
|
$444,266
0.36% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
1,853
shares
|
$443,070
0.21% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
1,850
shares
|
$442,353
0.2% of portfolio
|
Q2 2024
Reduced 21.81%
|
|
|
Defender Capital, Llc.
|
Jan 23, 2025 Q4 2024 |
1,849
shares
|
$442,114
0.17% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,846
shares
|
$441,397
0.26% of portfolio
|
Q3 2024
Reduced 37.04%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
1,843
shares
|
$440,679
0.19% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
1,838
shares
|
$439,484
0.06% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,834
shares
|
$438,527
0.06% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
1,833
shares
|
$438,288
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Feb 13, 2025 Q4 2024 |
1,833
shares
|
$438,288
0.17% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,831
shares
|
$437,810
0.0% of portfolio
|
Q4 2024
Added 46.25%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
1,829
shares
|
$437,332
0.01% of portfolio
|
Q4 2024
Reduced 11.51%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
1,829
shares
|
$437,332
0.15% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
1,826
shares
|
$436,614
0.02% of portfolio
|
Q1 2024
Added 15.94%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
1,822
shares
|
$435,658
0.08% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,818
shares
|
$434,701
0.13% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,807
shares
|
$432,071
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
1,805
shares
|
$431,593
0.25% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Lipe & Dalton
|
Feb 03, 2025 Q4 2024 |
1,800
shares
|
$430,398
0.23% of portfolio
|
Q1 2024
Added 17.65%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
1,800
shares
|
$430,398
0.12% of portfolio
|
Q4 2024
Added 20.0%
|