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 |
|---|---|---|---|---|---|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
20,718
shares
|
$5.54 Million
1.98% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
20,718
shares
|
$5.54 Million
1.65% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
20,718
shares
|
$5.54 Million
0.52% of portfolio
|
Q3 2024
Added 23.65%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
20,698
shares
|
$5.53 Million
1.14% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
20,603
shares
|
$5.51 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Nov 04, 2024 Q3 2024 |
20,600
shares
|
$5.51 Million
0.95% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
20,593
shares
|
$5.5 Million
1.29% of portfolio
|
Q4 2023
Added 0.77%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
20,579
shares
|
$5.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 26.38%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
20,555
shares
|
$5.49 Million
2.16% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
20,535
shares
|
$5.49 Million
2.55% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
20,527
shares
|
$5.49 Million
0.93% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
20,509
shares
|
$5.48 Million
1.63% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
20,497
shares
|
$5.48 Million
1.2% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
20,469
shares
|
$5.47 Million
1.19% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
20,415
shares
|
$5.46 Million
1.5% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
20,405
shares
|
$5.45 Million
1.79% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
20,389
shares
|
$5.45 Million
0.29% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
20,363
shares
|
$5.44 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
20,329
shares
|
$5.43 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
20,315
shares
|
$5.43 Million
1.72% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
20,296
shares
|
$5.43 Million
0.12% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
20,286
shares
|
$5.42 Million
0.25% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
20,220
shares
|
$5.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
20,218
shares
|
$5.4 Million
1.59% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
20,205
shares
|
$5.4 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.2%
|