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 |
|---|---|---|---|---|---|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
27,628
shares
|
$7.38 Million
1.3% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
27,609
shares
|
$7.38 Million
2.06% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
27,604
shares
|
$7.38 Million
0.35% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
27,591
shares
|
$7.38 Million
0.82% of portfolio
|
Q2 2024
Reduced 9.41%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
27,581
shares
|
$7.37 Million
0.65% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Alta Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
27,580
shares
|
$7.37 Million
0.35% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
27,568
shares
|
$7.37 Million
0.36% of portfolio
|
Q4 2022
Added 35.89%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
27,544
shares
|
$7.36 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
27,501
shares
|
$7.35 Million
2.78% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
27,492
shares
|
$7.35 Million
1.27% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
27,477
shares
|
$7.34 Million
3.63% of portfolio
|
Q2 2022
Reduced 0.05%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
27,451
shares
|
$7.34 Million
0.59% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
27,450
shares
|
$7.34 Million
1.96% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
27,401
shares
|
$7.32 Million
0.35% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
27,377
shares
|
$7.32 Million
1.78% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
27,350
shares
|
$7.31 Million
1.4% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
27,316
shares
|
$7.3 Million
0.81% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
27,255
shares
|
$7.29 Million
0.24% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
27,222
shares
|
$7.28 Million
0.78% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
27,200
shares
|
$7.27 Million
0.06% of portfolio
|
Q3 2024
Added 88.89%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
27,158
shares
|
$7.26 Million
2.09% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
27,153
shares
|
$7.26 Million
0.5% of portfolio
|
Q3 2024
Reduced 24.14%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 17, 2024 Q3 2024 |
27,073
shares
|
$7.24 Million
4.57% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
26,995
shares
|
$7.22 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
26,978
shares
|
$7.21 Million
1.73% of portfolio
|
Q4 2024
Reduced 2.9%
|