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 4,968 institutions that hold shares in the stock, with a total of 1.99 Billion shares, which have been reported (via 13F filing form) to have a value of $549 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
50
shares
|
$13,816
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
48
shares
|
$13,263
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
45
shares
|
$12,434
0.02% of portfolio
|
Q3 2024
Reduced 75.68%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
41
shares
|
$11,329
0.91% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
39
shares
|
$10,776
0.02% of portfolio
|
Q3 2024
Reduced 64.55%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
38
shares
|
$10,500
0.01% of portfolio
|
Q2 2024
Reduced 44.12%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
35
shares
|
$9,671
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
31
shares
|
$8,565
0.0% of portfolio
|
Q2 2024
Reduced 91.41%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
27
shares
|
$7,460
0.0% of portfolio
|
Q2 2024
Reduced 44.9%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
26
shares
|
$7,184
0.0% of portfolio
|
Q1 2024
Reduced 99.66%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
24
shares
|
$6,631
0.0% of portfolio
|
Q4 2024
Reduced 95.53%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
17
shares
|
$4,697
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
16
shares
|
$4,421
0.0% of portfolio
|
Q1 2024
Added 31.25%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
15
shares
|
$4,144
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
11
shares
|
$3,039
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Campbell Capital Management Inc
|
Feb 10, 2025 Q4 2024 |
5
shares
|
$1,381
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
3
shares
|
$828
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|