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 |
|---|---|---|---|---|---|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
33,618
shares
|
$8.99 Million
2.87% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
33,607
shares
|
$8.98 Million
1.43% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
33,532
shares
|
$8.96 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
33,527
shares
|
$8.96 Million
1.07% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
33,527
shares
|
$8.96 Million
1.87% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
33,512
shares
|
$8.96 Million
1.86% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
33,475
shares
|
$8.95 Million
0.18% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 13, 2024 Q3 2024 |
33,400
shares
|
$8.93 Million
0.69% of portfolio
|
Q4 2022
New holding
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Nov 13, 2024 Q3 2024 |
33,400
shares
|
$8.93 Million
1.82% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
33,356
shares
|
$8.92 Million
2.34% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
33,330
shares
|
$8.91 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
33,285
shares
|
$8.9 Million
1.39% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
33,270
shares
|
$8.89 Million
0.77% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
33,243
shares
|
$8.89 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
33,211
shares
|
$8.88 Million
2.19% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
33,178
shares
|
$8.87 Million
2.12% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
33,166
shares
|
$8.87 Million
0.71% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
33,057
shares
|
$8.84 Million
0.83% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
32,979
shares
|
$8.82 Million
2.66% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
32,978
shares
|
$8.82 Million
1.51% of portfolio
|
Q3 2024
New holding
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
32,881
shares
|
$8.79 Million
2.37% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
32,742
shares
|
$8.75 Million
0.58% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
32,718
shares
|
$8.75 Million
1.57% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
32,679
shares
|
$8.74 Million
0.35% of portfolio
|
Q3 2024
Reduced 23.22%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
32,669
shares
|
$8.73 Million
0.84% of portfolio
|
Q4 2024
Reduced 4.95%
|