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 |
|---|---|---|---|---|---|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
35,995
shares
|
$9.62 Million
1.82% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
35,958
shares
|
$9.61 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
35,939
shares
|
$9.61 Million
3.14% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
35,922
shares
|
$9.6 Million
2.72% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
35,877
shares
|
$9.59 Million
1.29% of portfolio
|
Q3 2024
Reduced 14.55%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
35,800
shares
|
$9.57 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
35,746
shares
|
$9.55 Million
1.11% of portfolio
|
Q3 2024
Added 36.13%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
35,726
shares
|
$9.55 Million
2.89% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
35,580
shares
|
$9.51 Million
0.31% of portfolio
|
Q3 2024
Added 276.95%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
35,550
shares
|
$9.5 Million
1.45% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
35,458
shares
|
$9.48 Million
1.81% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
35,452
shares
|
$9.48 Million
3.33% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Baugh & Associates, LLC
|
Jan 16, 2025 Q4 2024 |
35,353
shares
|
$9.45 Million
4.29% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
35,296
shares
|
$9.43 Million
1.86% of portfolio
|
Q1 2023
Reduced 39.97%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
35,221
shares
|
$9.41 Million
5.36% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jan 14, 2025 Q4 2024 |
35,197
shares
|
$9.41 Million
4.9% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
35,185
shares
|
$9.4 Million
0.74% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
35,174
shares
|
$9.4 Million
2.27% of portfolio
|
Q4 2023
Reduced 38.58%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Oct 28, 2024 Q3 2024 |
35,170
shares
|
$9.4 Million
4.78% of portfolio
|
Q3 2024
Reduced 65.5%
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
35,070
shares
|
$9.37 Million
1.99% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
34,905
shares
|
$9.33 Million
6.39% of portfolio
|
Q4 2023
Added 6.08%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
34,903
shares
|
$9.33 Million
1.04% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
34,863
shares
|
$9.32 Million
0.62% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
34,862
shares
|
$9.32 Million
1.75% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
34,838
shares
|
$9.31 Million
0.83% of portfolio
|
Q3 2024
Added 15.51%
|