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 4,745 institutions that hold shares in the stock, with a total of 1.95 Billion shares, which have been reported (via 13F filing form) to have a value of $522 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
52,247
shares
|
$14 Million
4.23% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
52,244
shares
|
$14 Million
0.03% of portfolio
|
Q3 2024
Added 1741366.62%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
52,186
shares
|
$13.9 Million
1.16% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
52,185
shares
|
$13.9 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Miramar Capital, LLC
|
Nov 06, 2024 Q3 2024 |
52,074
shares
|
$13.9 Million
2.57% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
52,043
shares
|
$13.9 Million
2.19% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
52,029
shares
|
$13.9 Million
0.42% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
52,029
shares
|
$13.9 Million
1.08% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
52,002
shares
|
$13.9 Million
2.54% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
51,952
shares
|
$13.9 Million
4.12% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
51,927
shares
|
$13.9 Million
0.63% of portfolio
|
Q3 2024
Added 56.94%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
51,922
shares
|
$13.9 Million
2.82% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
51,870
shares
|
$13.9 Million
1.89% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
51,860
shares
|
$13.9 Million
1.72% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
51,779
shares
|
$13.8 Million
2.71% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
51,772
shares
|
$13.8 Million
0.39% of portfolio
|
Q3 2024
Reduced 25.74%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
51,631
shares
|
$13.8 Million
1.69% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
51,585
shares
|
$13.8 Million
1.94% of portfolio
|
Q3 2024
Reduced 13.68%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
51,506
shares
|
$13.8 Million
0.68% of portfolio
|
Q4 2023
Added 13.97%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
51,269
shares
|
$13.7 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
51,102
shares
|
$13.7 Million
1.4% of portfolio
|
Q3 2024
Added 28.22%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
51,081
shares
|
$13.7 Million
1.72% of portfolio
|
Q1 2024
Added 114.3%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
51,029
shares
|
$13.6 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Nov 14, 2024 Q3 2024 |
50,975
shares
|
$13.6 Million
3.69% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
50,726
shares
|
$13.6 Million
2.53% of portfolio
|
Q3 2024
Reduced 9.37%
|