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 |
|---|---|---|---|---|---|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
44,160
shares
|
$12.2 Million
2.94% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
44,143
shares
|
$12.2 Million
0.36% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
44,091
shares
|
$12.2 Million
1.99% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
44,081
shares
|
$12.2 Million
1.94% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
44,041
shares
|
$12.1 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Coerente Capital Management
|
Jan 24, 2025 Q4 2024 |
44,026
shares
|
$12.1 Million
2.01% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
44,000
shares
|
$12.1 Million
0.41% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
43,994
shares
|
$12.1 Million
2.26% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
43,960
shares
|
$12.1 Million
1.44% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
43,916
shares
|
$12.1 Million
2.19% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
43,895
shares
|
$12.1 Million
0.35% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Kinsale Capital Group, Inc.
|
Feb 05, 2025 Q4 2024 |
43,732
shares
|
$12.1 Million
2.82% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
43,683
shares
|
$12 Million
6.6% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
43,589
shares
|
$12 Million
2.87% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
43,584
shares
|
$12 Million
3.83% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
43,498
shares
|
$12 Million
0.58% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Hgk Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
43,416
shares
|
$12 Million
1.95% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
43,347
shares
|
$12 Million
2.08% of portfolio
|
Q1 2023
Added 0.08%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
43,327
shares
|
$11.9 Million
2.94% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Nov 13, 2024 Q3 2024 |
43,324
shares
|
$11.9 Million
0.37% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
43,165
shares
|
$11.9 Million
1.38% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Unison Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
43,128
shares
|
$11.9 Million
5.06% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
42,980
shares
|
$11.9 Million
2.03% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
42,913
shares
|
$11.8 Million
0.39% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
42,900
shares
|
$11.8 Million
0.7% of portfolio
|
Q3 2024
Added 3.91%
|