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 |
|---|---|---|---|---|---|
|
Patient Capital Management, LLC
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
29,386
shares
|
$7.85 Million
0.33% of portfolio
|
Q3 2024
Reduced 81.16%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
29,310
shares
|
$7.83 Million
0.93% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
29,273
shares
|
$7.82 Million
1.33% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
29,231
shares
|
$7.81 Million
2.26% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
29,209
shares
|
$7.81 Million
1.08% of portfolio
|
Q3 2024
Added 43.51%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
29,179
shares
|
$7.8 Million
1.89% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Sycomore Asset Management
|
Jan 29, 2025 Q4 2024 |
29,164
shares
|
$7.8 Million
0.87% of portfolio
|
Q4 2024
Added 74.94%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
29,065
shares
|
$7.77 Million
0.03% of portfolio
|
Q4 2022
Reduced 4.89%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
29,058
shares
|
$7.77 Million
3.91% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
29,021
shares
|
$7.76 Million
1.28% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Shelter Mutual Insurance CO
|
Nov 08, 2024 Q3 2024 |
29,000
shares
|
$7.75 Million
1.53% of portfolio
|
Q4 2020
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
28,974
shares
|
$7.74 Million
0.66% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Jan 24, 2025 Q4 2024 |
28,925
shares
|
$7.73 Million
5.0% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
28,921
shares
|
$7.73 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
28,879
shares
|
$7.72 Million
2.63% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
28,877
shares
|
$7.72 Million
1.21% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
28,846
shares
|
$7.71 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
28,817
shares
|
$7.7 Million
2.81% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
28,786
shares
|
$7.69 Million
2.78% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
28,740
shares
|
$7.68 Million
0.36% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
28,702
shares
|
$7.67 Million
2.81% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jan 27, 2025 Q4 2024 |
28,675
shares
|
$7.66 Million
4.8% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
28,663
shares
|
$7.66 Million
3.06% of portfolio
|
Q2 2024
Reduced 15.85%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
28,653
shares
|
$7.66 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
28,639
shares
|
$7.66 Million
0.22% of portfolio
|
Q3 2024
Added 28.76%
|