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 |
|---|---|---|---|---|---|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
21,147
shares
|
$5.65 Million
1.71% of portfolio
|
Q3 2024
Added 66.34%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
21,121
shares
|
$5.65 Million
0.43% of portfolio
|
Q3 2024
Reduced 28.59%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
21,103
shares
|
$5.64 Million
0.19% of portfolio
|
Q4 2022
Added 19.35%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,097
shares
|
$5.64 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
21,044
shares
|
$5.63 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
21,043
shares
|
$5.62 Million
1.51% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
21,041
shares
|
$5.62 Million
2.58% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
21,033
shares
|
$5.62 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
21,000
shares
|
$5.61 Million
1.48% of portfolio
|
Q3 2024
New holding
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
21,000
shares
|
$5.61 Million
2.05% of portfolio
|
Q1 2024
Added 536.36%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
20,997
shares
|
$5.61 Million
0.56% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
Knott David M Jr
Syosset, NY |
Nov 13, 2024 Q3 2024 |
20,985
shares
|
$5.61 Million
1.55% of portfolio
|
Q1 2023
Added 2.94%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
20,937
shares
|
$5.6 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
20,929
shares
|
$5.59 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
20,922
shares
|
$5.59 Million
1.47% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
20,894
shares
|
$5.58 Million
0.15% of portfolio
|
Q2 2023
Added 1.68%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
20,872
shares
|
$5.58 Million
0.44% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
20,861
shares
|
$5.58 Million
0.74% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
20,855
shares
|
$5.57 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
20,839
shares
|
$5.57 Million
1.35% of portfolio
|
Q3 2023
Reduced 13.08%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
20,818
shares
|
$5.56 Million
3.17% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
20,801
shares
|
$5.56 Million
0.26% of portfolio
|
Q3 2024
Added 443.96%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
20,796
shares
|
$5.56 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
20,790
shares
|
$5.56 Million
0.19% of portfolio
|
Q4 2024
Added 15.32%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
20,774
shares
|
$5.55 Million
0.52% of portfolio
|
Q3 2024
Reduced 20.62%
|