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 |
|---|---|---|---|---|---|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
747
shares
|
$197,835
0.12% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
741
shares
|
$196,246
0.09% of portfolio
|
Q2 2024
Reduced 88.18%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
726
shares
|
$192,273
0.07% of portfolio
|
Q3 2024
Added 99.45%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
713
shares
|
$188,830
0.03% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
711
shares
|
$188,301
0.11% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
703
shares
|
$186,182
0.04% of portfolio
|
Q2 2022
Added 0.14%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
700
shares
|
$185,387
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
686
shares
|
$181,680
0.04% of portfolio
|
Q3 2024
Added 152.21%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
676
shares
|
$179,031
0.07% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
674
shares
|
$178,502
0.06% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
665
shares
|
$176,118
0.04% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
663
shares
|
$175,588
0.1% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
661
shares
|
$175,059
0.05% of portfolio
|
Q3 2024
Added 17.41%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
657
shares
|
$173,999
0.08% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
643
shares
|
$170,292
0.1% of portfolio
|
Q1 2024
Reduced 5.93%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
629
shares
|
$166,584
0.14% of portfolio
|
Q3 2023
Reduced 7.36%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
610
shares
|
$161,552
0.04% of portfolio
|
Q4 2023
Reduced 1.93%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
604
shares
|
$159,963
0.12% of portfolio
|
Q3 2024
Reduced 58.37%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
603
shares
|
$159,698
0.03% of portfolio
|
Q4 2024
Added 244.57%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
601
shares
|
$159,168
0.02% of portfolio
|
Q3 2024
Reduced 99.94%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
597
shares
|
$158,109
0.06% of portfolio
|
Q3 2024
Reduced 17.08%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
579
shares
|
$153,342
0.03% of portfolio
|
Q2 2022
Added 60.83%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
579
shares
|
$153,342
0.05% of portfolio
|
Q2 2024
Reduced 55.6%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
574
shares
|
$152,018
0.06% of portfolio
|
Q1 2024
Reduced 92.01%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
569
shares
|
$150,693
0.04% of portfolio
|
Q1 2023
Added 23.97%
|