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 5,069 institutions that hold shares in the stock, with a total of 2.01 Billion shares, which have been reported (via 13F filing form) to have a value of $461 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
43,504
shares
|
$9.97 Million
3.72% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Hgk Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
43,416
shares
|
$9.95 Million
1.95% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
43,347
shares
|
$9.93 Million
2.08% of portfolio
|
Q1 2023
Added 0.08%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
43,327
shares
|
$9.93 Million
2.94% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
43,165
shares
|
$9.89 Million
1.38% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
43,132
shares
|
$9.88 Million
1.06% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Unison Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
43,128
shares
|
$9.88 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
|
$9.85 Million
2.03% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
42,926
shares
|
$9.84 Million
0.76% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
42,913
shares
|
$9.83 Million
0.39% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
42,845
shares
|
$9.82 Million
1.89% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
42,816
shares
|
$9.81 Million
2.18% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
42,713
shares
|
$9.79 Million
1.55% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Soros Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
42,650
shares
|
$9.77 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
42,585
shares
|
$9.76 Million
1.28% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
42,547
shares
|
$9.75 Million
1.51% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Asset Planning Services Inc
|
Jan 17, 2025 Q4 2024 |
42,452
shares
|
$9.73 Million
4.96% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
42,435
shares
|
$9.72 Million
1.15% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
42,406
shares
|
$9.72 Million
1.06% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
42,352
shares
|
$9.7 Million
1.07% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
42,316
shares
|
$9.7 Million
2.6% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
42,217
shares
|
$9.67 Million
1.71% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
42,151
shares
|
$9.66 Million
0.6% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
42,111
shares
|
$9.65 Million
2.93% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
42,011
shares
|
$9.63 Million
1.87% of portfolio
|
Q3 2024
Reduced 1.33%
|