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 |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
32,645
shares
|
$8.73 Million
1.53% of portfolio
|
Q4 2024
Added 1400.23%
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
32,637
shares
|
$8.72 Million
2.08% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
32,622
shares
|
$8.72 Million
3.07% of portfolio
|
Q3 2024
Added 21.86%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
32,607
shares
|
$8.72 Million
2.26% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
32,579
shares
|
$8.71 Million
2.67% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
32,441
shares
|
$8.67 Million
2.23% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
32,432
shares
|
$8.67 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
32,431
shares
|
$8.67 Million
3.92% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
Nov 14, 2023 Q3 2023 |
32,389
shares
|
$8.66 Million
8.3% of portfolio
|
Q3 2023
Added 0.75%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
32,344
shares
|
$8.65 Million
4.3% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
32,287
shares
|
$8.63 Million
3.05% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
32,198
shares
|
$8.61 Million
2.14% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
32,196
shares
|
$8.61 Million
0.16% of portfolio
|
Q3 2024
Reduced 19.5%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
32,158
shares
|
$8.6 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
32,125
shares
|
$8.59 Million
2.84% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
32,124
shares
|
$8.59 Million
0.94% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
32,109
shares
|
$8.58 Million
2.75% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
32,085
shares
|
$8.58 Million
2.27% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
32,085
shares
|
$8.58 Million
0.28% of portfolio
|
Q3 2024
Reduced 55.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
32,074
shares
|
$8.57 Million
0.58% of portfolio
|
Q4 2024
Reduced 45.97%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
31,893
shares
|
$8.52 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
31,889
shares
|
$8.52 Million
2.7% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Concorde Financial Corp
Dallas, TX |
Nov 14, 2024 Q3 2024 |
31,880
shares
|
$8.52 Million
4.22% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
31,875
shares
|
$8.52 Million
0.46% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
31,863
shares
|
$8.52 Million
0.82% of portfolio
|
Q4 2024
Added 5.3%
|