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 4,825 institutions that hold shares in the stock, with a total of 1.97 Billion shares, which have been reported (via 13F filing form) to have a value of $542 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
65,556
shares
|
$18.1 Million
1.62% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
65,458
shares
|
$18.1 Million
2.43% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
65,433
shares
|
$18 Million
3.48% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
65,417
shares
|
$18 Million
1.31% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
65,363
shares
|
$18 Million
0.03% of portfolio
|
Q3 2024
Reduced 57.43%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
64,847
shares
|
$17.9 Million
1.16% of portfolio
|
Q3 2024
Reduced 19.91%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
64,830
shares
|
$17.9 Million
1.69% of portfolio
|
Q4 2024
Reduced 13.96%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
64,808
shares
|
$17.9 Million
0.51% of portfolio
|
Q4 2024
Reduced 13.88%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
64,638
shares
|
$17.8 Million
1.86% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
64,411
shares
|
$17.8 Million
3.05% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
64,183
shares
|
$17.7 Million
2.54% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
64,003
shares
|
$17.7 Million
1.82% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
63,973
shares
|
$17.6 Million
5.01% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
63,902
shares
|
$17.6 Million
0.62% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
63,834
shares
|
$17.6 Million
4.22% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
63,812
shares
|
$17.6 Million
0.09% of portfolio
|
Q3 2024
Reduced 23.8%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
63,675
shares
|
$17.6 Million
0.54% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
63,661
shares
|
$17.6 Million
1.18% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
63,380
shares
|
$17.5 Million
3.78% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
63,341
shares
|
$17.5 Million
0.51% of portfolio
|
Q2 2022
Added 1.91%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
63,245
shares
|
$17.4 Million
2.15% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
63,243
shares
|
$17.4 Million
1.12% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
63,115
shares
|
$17.4 Million
0.1% of portfolio
|
Q2 2022
Added 10.42%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
62,829
shares
|
$17.3 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Sara Bay Financial
|
Jan 15, 2025 Q4 2024 |
62,764
shares
|
$17.3 Million
5.57% of portfolio
|
Q4 2024
New holding
|