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 5,031 institutions that hold shares in the stock, with a total of 2.01 Billion shares, which have been reported (via 13F filing form) to have a value of $562 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
192
shares
|
$53,750
0.03% of portfolio
|
Q2 2024
Added 12.94%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
188
shares
|
$52,630
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
186
shares
|
$52,070
0.01% of portfolio
|
Q3 2022
Reduced 11.85%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
184
shares
|
$51,510
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
184
shares
|
$51,510
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
182
shares
|
$50,950
0.06% of portfolio
|
Q4 2024
Reduced 78.79%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
181
shares
|
$50,670
0.02% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
180
shares
|
$50,391
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
178
shares
|
$49,831
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
171
shares
|
$47,871
0.02% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
157
shares
|
$43,952
0.01% of portfolio
|
Q1 2024
Added 227.08%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
156
shares
|
$43,672
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
149
shares
|
$41,712
0.02% of portfolio
|
Q4 2024
Reduced 21.16%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
140
shares
|
$39,193
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
138
shares
|
$38,633
0.04% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
134
shares
|
$37,513
0.01% of portfolio
|
Q4 2024
Added 15.52%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
130
shares
|
$36,393
0.01% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
125
shares
|
$34,993
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
123
shares
|
$34,433
0.02% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
120
shares
|
$33,594
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
115
shares
|
$32,194
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
102
shares
|
$28,554
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
102
shares
|
$28,554
0.01% of portfolio
|
Q3 2024
Added 117.02%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
100
shares
|
$27,995
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
100
shares
|
$27,995
0.02% of portfolio
|
Q4 2024
New holding
|