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 4,785 institutions that hold shares in the stock, with a total of 1.96 Billion shares, which have been reported (via 13F filing form) to have a value of $529 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
500
shares
|
$135,215
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
495
shares
|
$133,862
0.05% of portfolio
|
Q4 2024
Reduced 53.26%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
484
shares
|
$130,888
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
483
shares
|
$130,617
0.16% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
474
shares
|
$128,183
0.1% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
459
shares
|
$124,127
0.05% of portfolio
|
Q4 2024
Reduced 20.73%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
439
shares
|
$118,718
0.02% of portfolio
|
Q3 2023
Added 90.87%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
434
shares
|
$117,366
0.03% of portfolio
|
Q4 2024
Reduced 11.25%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
431
shares
|
$116,555
0.05% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
430
shares
|
$116,284
0.05% of portfolio
|
Q1 2024
Reduced 3.37%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
418
shares
|
$113,039
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
411
shares
|
$111,146
0.05% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
403
shares
|
$108,983
0.02% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
400
shares
|
$108,172
0.02% of portfolio
|
Q4 2022
Reduced 67.29%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
397
shares
|
$107,360
2.39% of portfolio
|
Q3 2024
Reduced 98.65%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
346
shares
|
$93,568
0.04% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
327
shares
|
$88,430
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
313
shares
|
$84,644
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
311
shares
|
$84,103
0.03% of portfolio
|
Q4 2024
Reduced 87.06%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
298
shares
|
$80,588
0.03% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
297
shares
|
$80,317
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
290
shares
|
$78,424
0.04% of portfolio
|
Q2 2022
Reduced 47.75%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Jan 30, 2025 Q4 2024 |
280
shares
|
$75,720
0.0% of portfolio
|
Q4 2024
Reduced 79.41%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
276
shares
|
$74,638
0.04% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
276
shares
|
$74,638
0.06% of portfolio
|
Q4 2024
New holding
|