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 |
|---|---|---|---|---|---|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
24,127
shares
|
$6.45 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
24,123
shares
|
$6.45 Million
2.24% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
24,087
shares
|
$6.44 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Jan 24, 2025 Q4 2024 |
24,076
shares
|
$6.44 Million
3.28% of portfolio
|
Q4 2024
New holding
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
24,064
shares
|
$6.43 Million
1.71% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
24,045
shares
|
$6.43 Million
2.65% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
24,009
shares
|
$6.42 Million
4.31% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
24,000
shares
|
$6.42 Million
4.83% of portfolio
|
Q3 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
23,999
shares
|
$6.41 Million
0.3% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
23,996
shares
|
$6.41 Million
0.15% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
23,977
shares
|
$6.41 Million
0.9% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
23,945
shares
|
$6.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
23,942
shares
|
$6.4 Million
1.36% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
23,890
shares
|
$6.39 Million
0.66% of portfolio
|
Q4 2023
Added 209.62%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
23,847
shares
|
$6.37 Million
1.84% of portfolio
|
Q4 2023
Added 9.59%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
23,839
shares
|
$6.37 Million
1.84% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
23,828
shares
|
$6.37 Million
2.08% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Hunter Perkins Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
23,827
shares
|
$6.37 Million
1.2% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
23,807
shares
|
$6.36 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
23,804
shares
|
$6.36 Million
1.84% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
23,754
shares
|
$6.35 Million
1.03% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
23,648
shares
|
$6.32 Million
0.44% of portfolio
|
Q4 2023
Reduced 24.38%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
23,603
shares
|
$6.31 Million
0.36% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
23,549
shares
|
$6.29 Million
1.0% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
23,537
shares
|
$6.29 Million
0.23% of portfolio
|
Q4 2024
Added 14.19%
|