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 |
|---|---|---|---|---|---|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2024 Q3 2024 |
22,422
shares
|
$5.99 Million
0.09% of portfolio
|
Q3 2024
Reduced 46.77%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
22,415
shares
|
$5.99 Million
2.08% of portfolio
|
Q2 2022
Added 24.44%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
22,398
shares
|
$5.99 Million
2.07% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
22,396
shares
|
$5.99 Million
1.21% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Nichols & Pratt Advisers LLP
|
Oct 25, 2024 Q3 2024 |
22,393
shares
|
$5.99 Million
0.31% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
22,376
shares
|
$5.98 Million
0.59% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
22,301
shares
|
$5.96 Million
0.25% of portfolio
|
Q4 2023
Reduced 3.55%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
22,299
shares
|
$5.96 Million
2.41% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
22,283
shares
|
$5.96 Million
0.07% of portfolio
|
Q3 2022
Added 79.9%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
22,279
shares
|
$5.96 Million
0.03% of portfolio
|
Q3 2024
Reduced 87.22%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
22,260
shares
|
$5.95 Million
2.96% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
22,236
shares
|
$5.94 Million
0.37% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
22,198
shares
|
$5.93 Million
3.21% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
22,192
shares
|
$5.93 Million
1.24% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
22,190
shares
|
$5.93 Million
2.43% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
22,170
shares
|
$5.93 Million
2.01% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
22,104
shares
|
$5.91 Million
1.32% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
22,073
shares
|
$5.9 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Nov 04, 2024 Q3 2024 |
22,051
shares
|
$5.89 Million
3.29% of portfolio
|
Q2 2024
Added 1.4%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
22,029
shares
|
$5.89 Million
0.92% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
22,021
shares
|
$5.89 Million
1.07% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
22,003
shares
|
$5.88 Million
1.63% of portfolio
|
Q4 2022
Added 2.5%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
22,000
shares
|
$5.88 Million
2.34% of portfolio
|
Q4 2024
Added 69.23%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
21,992
shares
|
$5.88 Million
2.66% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
21,949
shares
|
$5.87 Million
2.12% of portfolio
|
Q4 2024
Added 0.06%
|