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 |
|---|---|---|---|---|---|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
30,069
shares
|
$8.04 Million
0.86% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
30,027
shares
|
$8.03 Million
0.76% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
30,018
shares
|
$8.02 Million
0.3% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
30,002
shares
|
$8.02 Million
0.23% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Allen Holding Inc
|
Nov 07, 2024 Q3 2024 |
30,000
shares
|
$8.02 Million
0.68% of portfolio
|
Q3 2017
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
29,988
shares
|
$8.02 Million
1.85% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
29,941
shares
|
$8 Million
2.37% of portfolio
|
Q4 2024
Reduced 16.43%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
29,918
shares
|
$8 Million
1.88% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Redwood Investments, LLC
|
Nov 14, 2024 Q3 2024 |
29,905
shares
|
$7.99 Million
1.98% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
29,898
shares
|
$7.99 Million
2.36% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
29,888
shares
|
$7.99 Million
1.29% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
29,882
shares
|
$7.99 Million
1.55% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
29,847
shares
|
$7.98 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
29,737
shares
|
$7.95 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
29,700
shares
|
$7.94 Million
2.14% of portfolio
|
Q1 2020
Reduced 29.29%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
29,681
shares
|
$7.93 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
29,624
shares
|
$7.92 Million
2.61% of portfolio
|
Q1 2024
Added 2.48%
|
|
|
Patton Fund Management, Inc.
|
Jan 22, 2025 Q4 2024 |
29,593
shares
|
$7.91 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
29,556
shares
|
$7.9 Million
2.51% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
29,547
shares
|
$7.9 Million
2.35% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
29,523
shares
|
$7.89 Million
2.46% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
29,521
shares
|
$7.89 Million
0.62% of portfolio
|
Q4 2024
Added 18.5%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Jan 23, 2025 Q4 2024 |
29,487
shares
|
$7.88 Million
3.62% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
29,462
shares
|
$7.88 Million
1.67% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
29,442
shares
|
$7.87 Million
2.36% of portfolio
|
Q4 2024
Reduced 0.87%
|