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 5,086 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 $492 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
1,680
shares
|
$412,104
0.21% of portfolio
|
Q4 2024
Reduced 37.31%
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,675
shares
|
$410,877
0.23% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Jan 24, 2025 Q4 2024 |
1,675
shares
|
$410,877
0.47% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
1,675
shares
|
$410,877
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1,673
shares
|
$410,386
0.16% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
1,659
shares
|
$406,952
0.19% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
1,658
shares
|
$406,707
0.14% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
1,657
shares
|
$406,462
0.17% of portfolio
|
Q4 2024
Added 506.96%
|
|
|
Baskin Financial Services Inc.
|
Jan 24, 2025 Q4 2024 |
1,654
shares
|
$405,726
0.03% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Edmp, Inc.
|
Jan 29, 2025 Q4 2024 |
1,645
shares
|
$403,518
0.38% of portfolio
|
Q4 2024
Added 27.62%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
1,645
shares
|
$403,518
0.16% of portfolio
|
Q4 2024
Added 126.58%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,642
shares
|
$402,782
0.19% of portfolio
|
Q4 2024
Added 18.47%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
1,640
shares
|
$402,292
0.07% of portfolio
|
Q3 2023
Reduced 30.27%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
1,639
shares
|
$402,046
0.17% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
1,637
shares
|
$401,556
0.09% of portfolio
|
Q2 2024
Reduced 23.72%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
1,636
shares
|
$401,310
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
1,629
shares
|
$399,593
0.07% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
1,629
shares
|
$399,593
0.15% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,627
shares
|
$399,103
2.83% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
1,627
shares
|
$399,103
0.13% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
1,626
shares
|
$398,857
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Lazard Freres Gestion S.A.S.
|
Feb 10, 2025 Q4 2024 |
1,625
shares
|
$398,612
0.01% of portfolio
|
Q3 2024
Reduced 25.7%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,625
shares
|
$398,612
0.17% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
1,625
shares
|
$398,612
0.18% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
1,617
shares
|
$396,650
0.1% of portfolio
|
Q4 2024
Reduced 0.55%
|