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 |
|---|---|---|---|---|---|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
42,845
shares
|
$11.8 Million
1.89% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
42,810
shares
|
$11.8 Million
0.91% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
42,713
shares
|
$11.8 Million
1.55% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
42,547
shares
|
$11.7 Million
1.51% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
42,511
shares
|
$11.7 Million
0.04% of portfolio
|
Q3 2024
Added 13.79%
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
42,494
shares
|
$11.7 Million
0.73% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Asset Planning Services Inc
|
Jan 17, 2025 Q4 2024 |
42,452
shares
|
$11.7 Million
4.96% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
42,452
shares
|
$11.7 Million
1.23% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
42,435
shares
|
$11.7 Million
1.15% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
42,406
shares
|
$11.7 Million
1.06% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
42,352
shares
|
$11.7 Million
1.07% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
42,316
shares
|
$11.7 Million
2.6% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
42,311
shares
|
$11.7 Million
1.83% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
42,217
shares
|
$11.6 Million
1.71% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
42,011
shares
|
$11.6 Million
1.87% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
42,007
shares
|
$11.6 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Viking Fund Management LLC
|
Jan 17, 2025 Q4 2024 |
42,000
shares
|
$11.6 Million
1.65% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
41,985
shares
|
$11.6 Million
1.69% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
41,912
shares
|
$11.6 Million
0.61% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
41,849
shares
|
$11.5 Million
2.81% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
41,838
shares
|
$11.5 Million
0.59% of portfolio
|
Q3 2024
Added 13.86%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
41,836
shares
|
$11.5 Million
3.02% of portfolio
|
Q1 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
41,728
shares
|
$11.5 Million
0.55% of portfolio
|
Q4 2022
Reduced 3.16%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2024 Q3 2024 |
41,631
shares
|
$11.5 Million
1.85% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
41,610
shares
|
$11.5 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.11%
|