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 |
|---|---|---|---|---|---|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
975
shares
|
$258,218
0.12% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Cmh Wealth Management LLC
|
Jan 16, 2025 Q4 2024 |
974
shares
|
$257,954
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Stack Financial Management, Inc
|
Nov 04, 2024 Q3 2024 |
971
shares
|
$257,159
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
971
shares
|
$257,159
0.03% of portfolio
|
Q3 2024
Reduced 83.79%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
969
shares
|
$256,629
0.04% of portfolio
|
Q3 2024
Reduced 39.89%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
969
shares
|
$256,629
0.13% of portfolio
|
Q1 2024
Added 64.52%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
968
shares
|
$256,365
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
967
shares
|
$256,100
0.03% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
967
shares
|
$256,100
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Carroll Investors, Inc
|
Nov 14, 2024 Q3 2024 |
956
shares
|
$253,187
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Timber Creek Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
950
shares
|
$251,597
0.06% of portfolio
|
Q3 2023
Reduced 0.84%
|
|
|
Treasure Coast Financial Planning
|
Nov 12, 2024 Q3 2024 |
950
shares
|
$251,597
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
950
shares
|
$251,597
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
949
shares
|
$251,333
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
934
shares
|
$247,360
0.22% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jan 22, 2025 Q4 2024 |
933
shares
|
$247,095
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mizuho Markets Cayman LP
|
Nov 06, 2024 Q3 2024 |
932
shares
|
$246,830
0.82% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
931
shares
|
$246,566
0.05% of portfolio
|
Q4 2022
Added 2.53%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
928
shares
|
$245,771
0.21% of portfolio
|
Q4 2024
Reduced 15.87%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
928
shares
|
$245,771
0.09% of portfolio
|
Q3 2024
Added 109.01%
|
|
|
Sander Capital Advisors Inc
Seattle, WA |
Jan 07, 2025 Q4 2024 |
925
shares
|
$244,976
0.1% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
920
shares
|
$243,652
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
919
shares
|
$243,387
0.16% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
919
shares
|
$243,387
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
918
shares
|
$243,123
0.13% of portfolio
|
Q4 2024
New holding
|