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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
26,279
shares
|
$7.02 Million
0.35% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
26,220
shares
|
$7.01 Million
0.08% of portfolio
|
Q4 2024
Added 36.21%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
26,183
shares
|
$7 Million
1.05% of portfolio
|
Q2 2022
Reduced 0.38%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
26,155
shares
|
$6.99 Million
1.9% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
26,132
shares
|
$6.99 Million
3.79% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
26,116
shares
|
$6.98 Million
1.95% of portfolio
|
Q3 2024
New holding
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Jan 28, 2025 Q4 2024 |
26,074
shares
|
$6.97 Million
0.02% of portfolio
|
Q4 2024
Added 154.18%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
26,059
shares
|
$6.97 Million
0.33% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
26,048
shares
|
$6.96 Million
2.01% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
26,037
shares
|
$6.96 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
26,021
shares
|
$6.96 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
25,920
shares
|
$6.93 Million
5.71% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jan 27, 2025 Q4 2024 |
25,882
shares
|
$6.92 Million
3.97% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
25,879
shares
|
$6.92 Million
1.04% of portfolio
|
Q2 2024
Added 15.64%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
25,863
shares
|
$6.91 Million
0.88% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
25,808
shares
|
$6.9 Million
1.36% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
25,783
shares
|
$6.89 Million
1.68% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
25,779
shares
|
$6.89 Million
1.4% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Qv Investors Inc.
|
Jan 13, 2025 Q4 2024 |
25,765
shares
|
$6.89 Million
0.64% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
25,764
shares
|
$6.89 Million
1.39% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
25,760
shares
|
$6.89 Million
0.78% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
25,745
shares
|
$6.88 Million
2.08% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
25,727
shares
|
$6.88 Million
0.37% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
25,722
shares
|
$6.88 Million
1.7% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
25,675
shares
|
$6.86 Million
3.8% of portfolio
|
Q4 2024
Reduced 0.4%
|