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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
31,837
shares
|
$8.51 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
31,835
shares
|
$8.51 Million
0.43% of portfolio
|
Q3 2024
Added 96.28%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
31,797
shares
|
$8.5 Million
0.39% of portfolio
|
Q3 2023
Reduced 10.57%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
31,726
shares
|
$8.48 Million
5.33% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
31,712
shares
|
$8.48 Million
1.25% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
31,708
shares
|
$8.48 Million
1.8% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
31,703
shares
|
$8.47 Million
1.61% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
31,692
shares
|
$8.47 Million
0.76% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Overbrook Management Corp
New York, NY |
Jan 16, 2025 Q4 2024 |
31,540
shares
|
$8.43 Million
1.63% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
31,518
shares
|
$8.42 Million
0.66% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
31,507
shares
|
$8.42 Million
4.57% of portfolio
|
Q3 2024
Reduced 91.73%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
31,443
shares
|
$8.4 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
31,437
shares
|
$8.4 Million
1.28% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
31,427
shares
|
$8.4 Million
1.47% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
31,423
shares
|
$8.4 Million
0.2% of portfolio
|
Q3 2023
Added 34.06%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
31,403
shares
|
$8.39 Million
1.51% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
31,368
shares
|
$8.38 Million
0.94% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
31,345
shares
|
$8.38 Million
3.92% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
31,310
shares
|
$8.37 Million
1.22% of portfolio
|
Q4 2024
Added 33.76%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
31,281
shares
|
$8.36 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
31,232
shares
|
$8.35 Million
3.38% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
31,101
shares
|
$8.31 Million
2.53% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
31,075
shares
|
$8.31 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
31,057
shares
|
$8.3 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
31,034
shares
|
$8.3 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.58%
|