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 |
|---|---|---|---|---|---|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 12, 2024 Q3 2024 |
1,065
shares
|
$282,054
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
1,064
shares
|
$281,789
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
1,064
shares
|
$281,789
0.14% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
1,063
shares
|
$281,524
0.13% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
1,062
shares
|
$281,260
0.06% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Newton One Investments LLC
|
Oct 17, 2024 Q3 2024 |
1,059
shares
|
$280,465
0.09% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
1,059
shares
|
$280,465
0.15% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
1,059
shares
|
$280,465
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
1,054
shares
|
$279,141
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
1,053
shares
|
$278,876
0.13% of portfolio
|
Q4 2024
Reduced 12.69%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Nov 14, 2024 Q3 2024 |
1,053
shares
|
$278,876
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
1,049
shares
|
$277,817
0.17% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
1,044
shares
|
$276,492
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
1,042
shares
|
$275,963
0.05% of portfolio
|
Q4 2024
Reduced 32.43%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
1,041
shares
|
$275,698
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,040
shares
|
$275,433
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
1,038
shares
|
$274,903
0.07% of portfolio
|
Q3 2024
Reduced 99.46%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,037
shares
|
$274,639
0.06% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,035
shares
|
$274,109
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
1,033
shares
|
$273,579
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
1,031
shares
|
$273,050
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
1,027
shares
|
$271,990
0.14% of portfolio
|
Q4 2024
Reduced 90.19%
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
1,025
shares
|
$271,461
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
1,025
shares
|
$271,461
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,024
shares
|
$271,196
0.04% of portfolio
|
Q2 2024
Reduced 9.14%
|