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 |
|---|---|---|---|---|---|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
25,669
shares
|
$6.86 Million
1.33% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
25,642
shares
|
$6.85 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
25,613
shares
|
$6.85 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
25,580
shares
|
$6.84 Million
2.14% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
25,553
shares
|
$6.83 Million
1.28% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
25,552
shares
|
$6.83 Million
2.02% of portfolio
|
Q4 2024
Reduced 32.54%
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
25,481
shares
|
$6.81 Million
3.12% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
25,477
shares
|
$6.81 Million
0.87% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Oct 28, 2024 Q3 2024 |
25,411
shares
|
$6.79 Million
0.58% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 13, 2024 Q3 2024 |
25,387
shares
|
$6.79 Million
1.19% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
25,385
shares
|
$6.79 Million
1.4% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
25,382
shares
|
$6.78 Million
1.47% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
25,355
shares
|
$6.78 Million
0.61% of portfolio
|
Q3 2022
Reduced 0.97%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
25,354
shares
|
$6.78 Million
2.48% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
25,344
shares
|
$6.77 Million
1.83% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
25,324
shares
|
$6.77 Million
2.05% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
25,284
shares
|
$6.76 Million
2.82% of portfolio
|
Q4 2024
Added 31.35%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
25,095
shares
|
$6.71 Million
0.58% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
25,089
shares
|
$6.71 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
25,089
shares
|
$6.71 Million
0.31% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
25,060
shares
|
$6.7 Million
0.88% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Eos Management, L.P.
|
Nov 01, 2024 Q3 2024 |
25,000
shares
|
$6.68 Million
1.86% of portfolio
|
Q3 2022
Reduced 3.85%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
24,968
shares
|
$6.67 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
24,954
shares
|
$6.67 Million
1.92% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
24,945
shares
|
$6.67 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.3%
|