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 |
|---|---|---|---|---|---|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
45,691
shares
|
$12.2 Million
3.62% of portfolio
|
Q2 2024
Added 38.92%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
45,625
shares
|
$12.2 Million
1.18% of portfolio
|
Q3 2024
Reduced 11.23%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
45,616
shares
|
$12.2 Million
0.34% of portfolio
|
Q3 2022
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
45,603
shares
|
$12.2 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
45,536
shares
|
$12.2 Million
1.01% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Forager Funds Management Pty LTD
|
Nov 08, 2022 Q3 2022 |
45,400
shares
|
$12.1 Million
7.06% of portfolio
|
Q3 2022
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
45,352
shares
|
$12.1 Million
3.72% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
45,331
shares
|
$12.1 Million
0.57% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
45,278
shares
|
$12.1 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
45,257
shares
|
$12.1 Million
3.37% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
45,112
shares
|
$12.1 Million
1.9% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
45,063
shares
|
$12 Million
0.75% of portfolio
|
Q3 2024
Added 44.51%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
44,950
shares
|
$12 Million
2.6% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
44,927
shares
|
$12 Million
1.75% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
44,840
shares
|
$12 Million
5.49% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
44,648
shares
|
$11.9 Million
0.14% of portfolio
|
Q4 2024
Reduced 33.36%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
44,616
shares
|
$11.9 Million
1.74% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
44,573
shares
|
$11.9 Million
1.14% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
44,516
shares
|
$11.9 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
44,508
shares
|
$11.9 Million
0.38% of portfolio
|
Q4 2024
Added 29.38%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
44,459
shares
|
$11.9 Million
3.25% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
44,421
shares
|
$11.9 Million
2.21% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
44,402
shares
|
$11.9 Million
1.19% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
44,307
shares
|
$11.8 Million
0.68% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
44,160
shares
|
$11.8 Million
2.94% of portfolio
|
Q4 2024
New holding
|