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 4,920 institutions that hold shares in the stock, with a total of 2 Billion shares, which have been reported (via 13F filing form) to have a value of $550 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
434
shares
|
$119,545
0.03% of portfolio
|
Q4 2024
Reduced 11.25%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
431
shares
|
$118,718
0.05% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
430
shares
|
$118,443
0.05% of portfolio
|
Q1 2024
Reduced 3.37%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
424
shares
|
$116,790
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
418
shares
|
$115,138
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
411
shares
|
$113,209
0.05% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
403
shares
|
$111,006
0.02% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
400
shares
|
$110,180
0.02% of portfolio
|
Q4 2022
Reduced 67.29%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
397
shares
|
$109,353
2.39% of portfolio
|
Q3 2024
Reduced 98.65%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
394
shares
|
$108,527
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
380
shares
|
$104,671
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
346
shares
|
$95,305
0.04% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
327
shares
|
$90,072
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
313
shares
|
$86,215
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
311
shares
|
$85,664
0.03% of portfolio
|
Q4 2024
Reduced 87.06%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
298
shares
|
$82,084
0.03% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
297
shares
|
$81,808
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
290
shares
|
$79,880
0.04% of portfolio
|
Q2 2022
Reduced 47.75%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Jan 30, 2025 Q4 2024 |
280
shares
|
$77,126
0.0% of portfolio
|
Q4 2024
Reduced 79.41%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
276
shares
|
$76,024
0.04% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
276
shares
|
$76,024
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
265
shares
|
$72,994
0.02% of portfolio
|
Q2 2024
Added 430.0%
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 15, 2024 Q3 2024 |
263
shares
|
$72,443
0.13% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
260
shares
|
$71,617
0.05% of portfolio
|
Q3 2022
Added 0.78%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
256
shares
|
$70,515
0.04% of portfolio
|
Q3 2024
Added 0.79%
|