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 |
|---|---|---|---|---|---|
|
Udine Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
31,023
shares
|
$8.29 Million
4.87% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
30,987
shares
|
$8.28 Million
0.49% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
30,971
shares
|
$8.28 Million
0.76% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
30,970
shares
|
$8.28 Million
4.07% of portfolio
|
Q4 2023
Reduced 3.13%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
30,907
shares
|
$8.26 Million
0.66% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
30,864
shares
|
$8.25 Million
0.91% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
30,812
shares
|
$8.24 Million
0.95% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
30,697
shares
|
$8.21 Million
2.18% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
30,684
shares
|
$8.2 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
30,683
shares
|
$8.2 Million
0.62% of portfolio
|
Q3 2024
Reduced 73.33%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
30,662
shares
|
$8.2 Million
4.0% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
30,551
shares
|
$8.17 Million
2.87% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
30,519
shares
|
$8.16 Million
0.31% of portfolio
|
Q3 2024
Added 15.57%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
30,510
shares
|
$8.16 Million
1.04% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2024 Q3 2024 |
30,469
shares
|
$8.14 Million
0.48% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
30,440
shares
|
$8.14 Million
1.21% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
30,415
shares
|
$8.13 Million
0.21% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
30,410
shares
|
$8.13 Million
0.78% of portfolio
|
Q3 2024
Added 39.78%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
30,400
shares
|
$8.13 Million
0.41% of portfolio
|
Q2 2022
Reduced 5.52%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
30,400
shares
|
$8.13 Million
1.1% of portfolio
|
Q2 2024
Reduced 22.51%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
30,245
shares
|
$8.08 Million
1.33% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
30,218
shares
|
$8.08 Million
0.57% of portfolio
|
Q3 2022
Reduced 1.5%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Jan 10, 2025 Q3 2024 |
30,205
shares
|
$8.07 Million
2.35% of portfolio
|
Q1 2024
Added 17.99%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Nov 12, 2024 Q3 2024 |
30,168
shares
|
$8.06 Million
0.14% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
30,111
shares
|
$8.05 Million
0.91% of portfolio
|
Q4 2024
Added 0.14%
|