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 |
|---|---|---|---|---|---|
|
Socorro Asset Management LP
Dallas, TX |
Nov 14, 2024 Q3 2024 |
37,515
shares
|
$10 Million
3.29% of portfolio
|
Q3 2024
Reduced 20.7%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
37,451
shares
|
$10 Million
0.22% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
37,328
shares
|
$9.98 Million
1.19% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
37,319
shares
|
$9.98 Million
0.18% of portfolio
|
Q3 2024
Added 2656.2%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
37,132
shares
|
$9.93 Million
1.84% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Garland Capital Management Inc
|
Oct 30, 2024 Q3 2024 |
37,065
shares
|
$9.91 Million
6.0% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
|
Bright Rock Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
37,000
shares
|
$9.89 Million
1.92% of portfolio
|
Q4 2024
Reduced 43.08%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
36,897
shares
|
$9.86 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
36,804
shares
|
$9.84 Million
0.29% of portfolio
|
Q2 2022
Reduced 12.38%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
36,628
shares
|
$9.79 Million
0.67% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Sitrin Capital Management LLC
|
Oct 28, 2024 Q3 2024 |
36,612
shares
|
$9.79 Million
3.86% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
36,599
shares
|
$9.78 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Mc Broom & Associates, LLC
|
Jan 29, 2025 Q4 2024 |
36,585
shares
|
$9.78 Million
5.16% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
36,582
shares
|
$9.78 Million
0.73% of portfolio
|
Q4 2024
Added 141.61%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
36,563
shares
|
$9.77 Million
0.87% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
36,563
shares
|
$9.77 Million
3.13% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
36,466
shares
|
$9.75 Million
1.05% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
36,448
shares
|
$9.74 Million
2.17% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
36,317
shares
|
$9.71 Million
1.25% of portfolio
|
N/A
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
36,316
shares
|
$9.71 Million
2.35% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
36,153
shares
|
$9.66 Million
0.98% of portfolio
|
Q1 2024
Added 416.91%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
36,139
shares
|
$9.66 Million
0.43% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
36,060
shares
|
$9.64 Million
1.61% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
36,049
shares
|
$9.64 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
36,034
shares
|
$9.63 Million
4.57% of portfolio
|
Q3 2024
Reduced 3.56%
|