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 |
|---|---|---|---|---|---|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
1,023
shares
|
$270,931
0.02% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,020
shares
|
$270,136
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
1,018
shares
|
$269,607
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
1,011
shares
|
$267,753
0.46% of portfolio
|
Q1 2024
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
1,011
shares
|
$267,753
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,007
shares
|
$266,693
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Chase Investment Counsel Corp
|
Nov 05, 2024 Q3 2024 |
1,006
shares
|
$266,429
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Windward Capital Management CO
|
Nov 01, 2024 Q3 2024 |
1,000
shares
|
$264,840
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
1,000
shares
|
$264,840
0.02% of portfolio
|
Q4 2023
Reduced 30.51%
|
|
|
Hedges Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
1,000
shares
|
$264,840
0.17% of portfolio
|
Q4 2024
Reduced 76.74%
|
|
|
Weybosset Research & Management LLC
|
Jan 10, 2025 Q4 2024 |
1,000
shares
|
$264,840
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Brandywine Trust CO
Hockessin, DE |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$264,840
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
1,000
shares
|
$264,840
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
1,000
shares
|
$264,840
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jan 22, 2025 Q4 2024 |
1,000
shares
|
$264,840
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Unconventional Investor, LLC
|
Nov 15, 2024 Q3 2024 |
996
shares
|
$263,780
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
990
shares
|
$262,191
0.11% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
989
shares
|
$261,926
0.04% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
989
shares
|
$261,926
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
989
shares
|
$261,926
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
988
shares
|
$261,661
0.11% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
987
shares
|
$261,397
0.12% of portfolio
|
Q4 2024
Reduced 31.51%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2025 Q4 2024 |
984
shares
|
$260,602
0.01% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
983
shares
|
$260,337
0.04% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
976
shares
|
$258,483
0.03% of portfolio
|
Q3 2024
Reduced 3.27%
|