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 |
|---|---|---|---|---|---|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
98
shares
|
$27,435
0.03% of portfolio
|
Q3 2023
Added 1.03%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
90
shares
|
$25,195
0.01% of portfolio
|
Q3 2024
Reduced 88.61%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
86
shares
|
$24,075
0.0% of portfolio
|
Q2 2024
Reduced 49.11%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
82
shares
|
$22,955
0.01% of portfolio
|
Q4 2024
Added 310.0%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
80
shares
|
$22,396
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
75
shares
|
$20,996
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
74
shares
|
$20,716
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
65
shares
|
$18,196
0.01% of portfolio
|
Q3 2024
Added 124.14%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
64
shares
|
$17,916
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
64
shares
|
$17,916
0.01% of portfolio
|
Q4 2024
Added 113.33%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
64
shares
|
$17,916
0.67% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
50
shares
|
$13,997
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
48
shares
|
$13,437
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
41
shares
|
$11,477
0.91% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
39
shares
|
$10,918
0.02% of portfolio
|
Q3 2024
Reduced 64.55%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
38
shares
|
$10,638
0.01% of portfolio
|
Q2 2024
Reduced 44.12%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
31
shares
|
$8,678
0.0% of portfolio
|
Q2 2024
Reduced 91.41%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
29
shares
|
$8,118
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
27
shares
|
$7,558
0.0% of portfolio
|
Q2 2024
Reduced 44.9%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
26
shares
|
$7,278
0.0% of portfolio
|
Q1 2024
Reduced 99.66%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
24
shares
|
$6,718
0.0% of portfolio
|
Q4 2024
Reduced 95.53%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
17
shares
|
$4,759
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
16
shares
|
$4,479
0.0% of portfolio
|
Q1 2024
Added 31.25%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
15
shares
|
$4,199
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
11
shares
|
$3,079
0.0% of portfolio
|
Q2 2024
Added 10.0%
|