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 |
|---|---|---|---|---|---|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
57,791
shares
|
$15.9 Million
2.71% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
57,740
shares
|
$15.9 Million
0.57% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
57,715
shares
|
$15.9 Million
2.27% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
57,657
shares
|
$15.9 Million
2.63% of portfolio
|
Q2 2024
Reduced 1.33%
|
|
|
Addenda Capital Inc.
|
Jan 16, 2025 Q4 2024 |
57,494
shares
|
$15.9 Million
0.7% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
57,460
shares
|
$15.8 Million
2.38% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Venator Management LLC
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
57,450
shares
|
$15.8 Million
3.58% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
57,274
shares
|
$15.8 Million
3.01% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
57,220
shares
|
$15.8 Million
11.31% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
56,995
shares
|
$15.7 Million
2.85% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
56,934
shares
|
$15.7 Million
2.72% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
56,927
shares
|
$15.7 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
56,656
shares
|
$15.6 Million
2.8% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
56,654
shares
|
$15.6 Million
0.49% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Cardinal Capital Management
|
Jan 31, 2025 Q4 2024 |
56,550
shares
|
$15.6 Million
2.16% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
56,472
shares
|
$15.6 Million
0.82% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
56,369
shares
|
$15.5 Million
2.67% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
56,200
shares
|
$15.5 Million
1.28% of portfolio
|
Q4 2023
Reduced 12.46%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
56,194
shares
|
$15.5 Million
5.74% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Hoertkorn Richard Charles
|
Oct 22, 2024 Q3 2024 |
56,182
shares
|
$15.5 Million
6.49% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Community Bank Of Raymore
|
Jan 16, 2025 Q4 2024 |
56,120
shares
|
$15.5 Million
10.77% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Feb 06, 2025 Q4 2024 |
55,951
shares
|
$15.4 Million
2.24% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 22, 2024 Q3 2024 |
55,946
shares
|
$15.4 Million
7.91% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
55,936
shares
|
$15.4 Million
4.28% of portfolio
|
Q1 2023
Reduced 9.14%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
55,724
shares
|
$15.4 Million
0.36% of portfolio
|
Q4 2024
Reduced 6.39%
|