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 |
|---|---|---|---|---|---|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
82,665
shares
|
$22.8 Million
2.87% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
82,549
shares
|
$22.7 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
82,391
shares
|
$22.7 Million
2.67% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
82,231
shares
|
$22.7 Million
0.94% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Dnca Finance
Paris, I0 |
Nov 13, 2024 Q3 2024 |
81,766
shares
|
$22.5 Million
1.48% of portfolio
|
Q3 2024
Reduced 34.07%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
81,434
shares
|
$22.4 Million
1.67% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
81,401
shares
|
$22.4 Million
0.72% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
81,220
shares
|
$22.4 Million
2.09% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
80,940
shares
|
$22.3 Million
3.27% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
80,923
shares
|
$22.3 Million
2.0% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
80,851
shares
|
$22.3 Million
1.79% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
80,639
shares
|
$22.2 Million
1.6% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
80,399
shares
|
$22.1 Million
1.56% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
80,213
shares
|
$22.1 Million
0.45% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
80,202
shares
|
$22.1 Million
2.8% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
80,111
shares
|
$22.1 Million
0.81% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
80,050
shares
|
$22 Million
2.7% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
80,030
shares
|
$22 Million
3.64% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
General American Investors CO Inc
|
Oct 31, 2024 Q3 2024 |
80,000
shares
|
$22 Million
1.2% of portfolio
|
Q1 2021
Reduced 5.88%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
Nov 14, 2024 Q3 2024 |
80,000
shares
|
$22 Million
1.98% of portfolio
|
Q4 2023
Added 2.56%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
79,875
shares
|
$22 Million
1.76% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
79,837
shares
|
$22 Million
5.4% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
79,803
shares
|
$22 Million
0.64% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
79,243
shares
|
$21.8 Million
0.06% of portfolio
|
Q3 2024
Added 2289.0%
|
|
|
Torray LLC
|
Feb 06, 2025 Q4 2024 |
79,093
shares
|
$21.8 Million
2.85% of portfolio
|
Q4 2024
Reduced 9.32%
|