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 |
|---|---|---|---|---|---|
|
Symmetry Investments LP
|
Nov 14, 2024 Q3 2024 |
23,535
shares
|
$6.29 Million
0.7% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
23,529
shares
|
$6.29 Million
1.08% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
23,523
shares
|
$6.29 Million
1.65% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
23,510
shares
|
$6.28 Million
2.28% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 07, 2024 Q3 2024 |
23,500
shares
|
$6.28 Million
4.22% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
23,393
shares
|
$6.25 Million
0.66% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
23,341
shares
|
$6.24 Million
1.07% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
23,338
shares
|
$6.24 Million
1.03% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
23,333
shares
|
$6.24 Million
0.42% of portfolio
|
Q3 2024
Added 53.47%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
23,327
shares
|
$6.24 Million
1.14% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
23,303
shares
|
$6.23 Million
0.68% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
23,276
shares
|
$6.22 Million
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
23,205
shares
|
$6.2 Million
1.89% of portfolio
|
Q4 2023
Reduced 61.91%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
23,185
shares
|
$6.2 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
23,172
shares
|
$6.19 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
23,155
shares
|
$6.19 Million
2.52% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
23,150
shares
|
$6.19 Million
2.49% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
23,143
shares
|
$6.19 Million
0.57% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
23,095
shares
|
$6.17 Million
1.28% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Triasima Portfolio Management Inc.
|
Jan 28, 2025 Q4 2024 |
23,064
shares
|
$6.17 Million
1.23% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
23,033
shares
|
$6.16 Million
2.3% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
23,021
shares
|
$6.15 Million
2.07% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
23,012
shares
|
$6.15 Million
1.91% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
23,003
shares
|
$6.15 Million
1.31% of portfolio
|
Q4 2024
Added 239.83%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
22,921
shares
|
$6.13 Million
0.74% of portfolio
|
Q4 2024
Added 15.66%
|