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 |
|---|---|---|---|---|---|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
24,930
shares
|
$6.66 Million
2.07% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
24,913
shares
|
$6.66 Million
1.08% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Mount Vernon Associates Inc
|
Jan 14, 2025 Q4 2024 |
24,912
shares
|
$6.66 Million
4.65% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
24,878
shares
|
$6.65 Million
3.12% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
24,863
shares
|
$6.65 Million
2.05% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
24,861
shares
|
$6.65 Million
2.71% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
24,740
shares
|
$6.61 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
24,697
shares
|
$6.6 Million
0.3% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
24,621
shares
|
$6.58 Million
0.67% of portfolio
|
Q4 2024
Added 11.38%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
24,569
shares
|
$6.57 Million
0.9% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
24,475
shares
|
$6.54 Million
1.21% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
24,421
shares
|
$6.53 Million
1.61% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
24,420
shares
|
$6.53 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
24,354
shares
|
$6.51 Million
0.39% of portfolio
|
Q4 2024
Added 26.08%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
24,344
shares
|
$6.51 Million
2.81% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
24,313
shares
|
$6.5 Million
1.92% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Oct 28, 2024 Q3 2024 |
24,308
shares
|
$6.5 Million
1.61% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
24,291
shares
|
$6.49 Million
1.55% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
24,211
shares
|
$6.47 Million
0.01% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
24,199
shares
|
$6.47 Million
0.45% of portfolio
|
Q4 2024
Added 49.72%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
24,191
shares
|
$6.47 Million
0.61% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
24,157
shares
|
$6.46 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
24,157
shares
|
$6.46 Million
0.31% of portfolio
|
Q3 2024
Reduced 87.08%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
24,151
shares
|
$6.46 Million
0.82% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
24,148
shares
|
$6.45 Million
0.88% of portfolio
|
Q1 2023
Reduced 7.65%
|