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 |
|---|---|---|---|---|---|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
1,184
shares
|
$313,570
0.25% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,183
shares
|
$313,305
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
1,181
shares
|
$312,776
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
1,175
shares
|
$311,186
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
1,175
shares
|
$311,186
0.19% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Corbyn Investment Management Inc
|
Nov 07, 2024 Q3 2024 |
1,173
shares
|
$310,657
0.11% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
1,172
shares
|
$310,392
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 31, 2024 Q3 2024 |
1,168
shares
|
$309,333
0.16% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
1,164
shares
|
$308,273
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
1,160
shares
|
$307,214
0.24% of portfolio
|
Q4 2024
Added 139.18%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
1,160
shares
|
$307,214
0.16% of portfolio
|
Q3 2024
Added 16.58%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
1,160
shares
|
$307,214
0.26% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
1,158
shares
|
$306,684
0.1% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
1,157
shares
|
$306,419
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2024 Q3 2024 |
1,156
shares
|
$306,155
0.09% of portfolio
|
Q2 2024
Reduced 30.19%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,155
shares
|
$305,890
0.09% of portfolio
|
Q3 2024
Added 208.0%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 12, 2024 Q3 2024 |
1,154
shares
|
$305,625
0.13% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
1,153
shares
|
$305,360
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
1,150
shares
|
$304,566
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,150
shares
|
$304,566
0.06% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,149
shares
|
$304,301
0.12% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,147
shares
|
$303,771
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
1,144
shares
|
$302,976
0.04% of portfolio
|
Q2 2024
Reduced 81.75%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
1,143
shares
|
$302,712
0.14% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
1,141
shares
|
$302,182
0.15% of portfolio
|
Q3 2024
New holding
|