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 4,756 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 $521 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
411
shares
|
$109,658
0.05% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
403
shares
|
$107,524
0.02% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
400
shares
|
$106,724
0.02% of portfolio
|
Q4 2022
Reduced 67.29%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
397
shares
|
$105,923
2.39% of portfolio
|
Q3 2024
Reduced 98.65%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
346
shares
|
$92,316
0.04% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
327
shares
|
$87,246
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
313
shares
|
$83,511
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
311
shares
|
$82,977
0.03% of portfolio
|
Q4 2024
Reduced 87.06%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
297
shares
|
$79,242
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
290
shares
|
$77,374
0.04% of portfolio
|
Q2 2022
Reduced 47.75%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Jan 30, 2025 Q4 2024 |
280
shares
|
$74,706
0.0% of portfolio
|
Q4 2024
Reduced 79.41%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
276
shares
|
$73,639
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
275
shares
|
$73,372
0.03% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
265
shares
|
$70,704
0.02% of portfolio
|
Q2 2024
Added 430.0%
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 15, 2024 Q3 2024 |
263
shares
|
$70,171
0.13% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
260
shares
|
$69,370
0.05% of portfolio
|
Q3 2022
Added 0.78%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
256
shares
|
$68,303
0.04% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
255
shares
|
$68,036
0.02% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2024 Q3 2024 |
235
shares
|
$62,700
0.04% of portfolio
|
Q2 2024
Reduced 68.03%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
234
shares
|
$62,433
0.02% of portfolio
|
Q3 2024
Reduced 29.94%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
234
shares
|
$62,433
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
225
shares
|
$60,032
0.04% of portfolio
|
Q4 2024
Reduced 19.06%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
222
shares
|
$59,231
0.07% of portfolio
|
Q1 2023
Reduced 99.68%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
217
shares
|
$57,897
0.01% of portfolio
|
Q4 2024
Reduced 13.55%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
215
shares
|
$57,364
0.17% of portfolio
|
Q3 2024
New holding
|