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 |
|---|---|---|---|---|---|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
1,140
shares
|
$301,917
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
1,138
shares
|
$301,387
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
1,138
shares
|
$301,387
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,137
shares
|
$301,123
0.01% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
1,137
shares
|
$301,123
0.18% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
1,136
shares
|
$300,858
0.09% of portfolio
|
Q4 2024
Added 74.5%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
1,135
shares
|
$300,593
0.25% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,133
shares
|
$300,063
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,133
shares
|
$300,063
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,133
shares
|
$300,063
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
1,131
shares
|
$299,534
0.07% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
1,130
shares
|
$299,269
0.09% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
1,129
shares
|
$299,004
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,128
shares
|
$298,739
0.05% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
1,124
shares
|
$297,680
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
1,115
shares
|
$295,296
0.03% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
1,114
shares
|
$295,031
0.11% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jan 23, 2025 Q4 2024 |
1,111
shares
|
$294,237
0.58% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
1,110
shares
|
$293,972
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
1,110
shares
|
$293,972
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 23, 2025 Q4 2024 |
1,110
shares
|
$293,972
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
1,110
shares
|
$293,972
0.23% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Eagle Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,109
shares
|
$293,707
0.0% of portfolio
|
Q2 2024
Reduced 86.39%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
1,108
shares
|
$293,442
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
1,101
shares
|
$291,588
0.03% of portfolio
|
Q4 2024
Added 15.53%
|