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 |
|---|---|---|---|---|---|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
21,918
shares
|
$5.86 Million
1.5% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
21,892
shares
|
$5.85 Million
1.08% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
21,886
shares
|
$5.85 Million
0.68% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
21,767
shares
|
$5.82 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
21,761
shares
|
$5.82 Million
0.24% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
21,726
shares
|
$5.81 Million
2.72% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
21,717
shares
|
$5.8 Million
0.52% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
21,661
shares
|
$5.79 Million
2.01% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
21,644
shares
|
$5.79 Million
0.16% of portfolio
|
Q3 2022
Reduced 2.43%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
21,629
shares
|
$5.78 Million
1.14% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,600
shares
|
$5.77 Million
0.12% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
21,596
shares
|
$5.77 Million
1.24% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
21,515
shares
|
$5.75 Million
0.19% of portfolio
|
Q2 2022
Added 1.47%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
21,500
shares
|
$5.75 Million
0.56% of portfolio
|
Q2 2023
Reduced 61.26%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
21,494
shares
|
$5.75 Million
3.18% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
21,429
shares
|
$5.73 Million
3.37% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
21,425
shares
|
$5.73 Million
0.98% of portfolio
|
Q3 2024
Added 78.79%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
21,349
shares
|
$5.71 Million
0.83% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
21,342
shares
|
$5.7 Million
1.81% of portfolio
|
Q4 2024
Added 1755.83%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
21,337
shares
|
$5.7 Million
0.96% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
21,335
shares
|
$5.7 Million
1.88% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
21,334
shares
|
$5.7 Million
2.06% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
21,194
shares
|
$5.67 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
21,183
shares
|
$5.66 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
21,159
shares
|
$5.66 Million
0.54% of portfolio
|
Q4 2024
Added 10.34%
|