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 |
|---|---|---|---|---|---|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
38,824
shares
|
$10.4 Million
2.52% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
38,823
shares
|
$10.4 Million
2.2% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
38,722
shares
|
$10.4 Million
2.17% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
38,690
shares
|
$10.3 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
38,687
shares
|
$10.3 Million
1.78% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
38,624
shares
|
$10.3 Million
2.83% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
38,556
shares
|
$10.3 Million
1.35% of portfolio
|
Q1 2023
Added 0.4%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
38,496
shares
|
$10.3 Million
1.35% of portfolio
|
Q4 2022
Reduced 8.04%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
38,298
shares
|
$10.2 Million
2.28% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 16, 2025 Q4 2024 |
38,293
shares
|
$10.2 Million
3.84% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
38,272
shares
|
$10.2 Million
1.49% of portfolio
|
Q3 2024
Reduced 17.02%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
38,232
shares
|
$10.2 Million
0.17% of portfolio
|
Q3 2022
Reduced 21.68%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
38,206
shares
|
$10.2 Million
2.4% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
38,128
shares
|
$10.2 Million
1.56% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Jan 28, 2025 Q4 2024 |
38,108
shares
|
$10.2 Million
0.64% of portfolio
|
Q4 2024
Added 25.27%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
38,033
shares
|
$10.2 Million
2.06% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
38,003
shares
|
$10.2 Million
1.52% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
37,997
shares
|
$10.2 Million
5.13% of portfolio
|
Q4 2024
Reduced 36.72%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
37,986
shares
|
$10.2 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
37,947
shares
|
$10.1 Million
0.61% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
37,886
shares
|
$10.1 Million
2.11% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
37,833
shares
|
$10.1 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
37,817
shares
|
$10.1 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
37,757
shares
|
$10.1 Million
3.71% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
37,588
shares
|
$10 Million
0.06% of portfolio
|
Q3 2024
Added 6.32%
|