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 |
|---|---|---|---|---|---|
|
Jericho Financial, LLP
Westerville, OH |
Jan 27, 2025 Q4 2024 |
26,877
shares
|
$7.18 Million
4.66% of portfolio
|
Q4 2024
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
26,861
shares
|
$7.18 Million
1.42% of portfolio
|
Q3 2024
Reduced 67.46%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
26,843
shares
|
$7.18 Million
0.18% of portfolio
|
Q4 2024
Added 18.11%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
26,820
shares
|
$7.17 Million
0.25% of portfolio
|
Q4 2024
Reduced 14.74%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
26,812
shares
|
$7.17 Million
3.48% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
26,807
shares
|
$7.17 Million
1.85% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
26,807
shares
|
$7.17 Million
1.79% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
26,786
shares
|
$7.16 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
26,780
shares
|
$7.16 Million
1.37% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
26,762
shares
|
$7.15 Million
1.42% of portfolio
|
Q3 2024
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
26,696
shares
|
$7.14 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
26,673
shares
|
$7.13 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
26,662
shares
|
$7.13 Million
2.09% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
26,614
shares
|
$7.11 Million
1.02% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26,604
shares
|
$7.11 Million
0.87% of portfolio
|
Q2 2022
Reduced 29.23%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
26,592
shares
|
$7.11 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
26,574
shares
|
$7.1 Million
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
26,544
shares
|
$7.1 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
26,518
shares
|
$7.09 Million
2.36% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
26,502
shares
|
$7.08 Million
1.5% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
26,500
shares
|
$7.08 Million
1.67% of portfolio
|
Q4 2024
Added 152.38%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
26,464
shares
|
$7.07 Million
1.06% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
26,368
shares
|
$7.05 Million
0.44% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
26,345
shares
|
$7.04 Million
0.44% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
26,302
shares
|
$7.03 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.75%
|