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 |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
28,616
shares
|
$7.65 Million
0.75% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
28,603
shares
|
$7.65 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
28,576
shares
|
$7.64 Million
1.72% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Crystal Rock Capital Management
|
Nov 05, 2024 Q3 2024 |
28,543
shares
|
$7.63 Million
3.68% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
28,537
shares
|
$7.63 Million
1.65% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
28,401
shares
|
$7.59 Million
0.95% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
28,340
shares
|
$7.58 Million
0.39% of portfolio
|
Q3 2024
Reduced 16.96%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Nov 12, 2024 Q3 2024 |
28,332
shares
|
$7.57 Million
1.14% of portfolio
|
Q4 2023
Added 2.01%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
28,332
shares
|
$7.57 Million
3.52% of portfolio
|
Q3 2024
New holding
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
28,289
shares
|
$7.56 Million
0.86% of portfolio
|
Q2 2024
Added 16.04%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
28,235
shares
|
$7.55 Million
2.65% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
28,179
shares
|
$7.53 Million
0.27% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
28,153
shares
|
$7.53 Million
2.33% of portfolio
|
Q3 2022
Added 0.36%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
28,040
shares
|
$7.5 Million
0.96% of portfolio
|
Q4 2022
Added 14.32%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
28,000
shares
|
$7.48 Million
2.61% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
27,991
shares
|
$7.48 Million
1.51% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
27,982
shares
|
$7.48 Million
1.44% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
27,876
shares
|
$7.45 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
27,825
shares
|
$7.44 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
27,757
shares
|
$7.42 Million
1.67% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
27,755
shares
|
$7.42 Million
0.63% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Consolidated Investment Group LLC
|
Jan 21, 2025 Q4 2024 |
27,692
shares
|
$7.4 Million
0.93% of portfolio
|
Q4 2022
Reduced 30.23%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
27,692
shares
|
$7.4 Million
0.72% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Nov 15, 2024 Q3 2024 |
27,667
shares
|
$7.4 Million
5.38% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
27,661
shares
|
$7.39 Million
1.69% of portfolio
|
Q3 2024
Added 3.6%
|