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 |
|---|---|---|---|---|---|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
20,191
shares
|
$5.4 Million
1.89% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
20,158
shares
|
$5.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
20,150
shares
|
$5.39 Million
1.83% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
20,137
shares
|
$5.38 Million
1.6% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
20,125
shares
|
$5.38 Million
0.63% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
20,094
shares
|
$5.37 Million
0.63% of portfolio
|
Q4 2022
Reduced 2.18%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
19,992
shares
|
$5.34 Million
2.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
19,984
shares
|
$5.34 Million
0.75% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
19,983
shares
|
$5.34 Million
0.73% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 12, 2024 Q3 2024 |
19,967
shares
|
$5.34 Million
0.47% of portfolio
|
Q4 2023
Reduced 37.4%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
19,965
shares
|
$5.34 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
19,919
shares
|
$5.32 Million
0.22% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
19,914
shares
|
$5.32 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
19,908
shares
|
$5.32 Million
0.59% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
19,904
shares
|
$5.32 Million
2.6% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
19,887
shares
|
$5.32 Million
1.21% of portfolio
|
Q4 2022
Added 167.87%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
19,871
shares
|
$5.31 Million
0.77% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
19,870
shares
|
$5.31 Million
0.51% of portfolio
|
Q3 2024
Added 994.77%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
19,834
shares
|
$5.3 Million
0.65% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
19,810
shares
|
$5.3 Million
1.76% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
19,810
shares
|
$5.3 Million
1.01% of portfolio
|
Q3 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
19,767
shares
|
$5.28 Million
1.09% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
19,758
shares
|
$5.28 Million
0.39% of portfolio
|
Q4 2023
Reduced 22.96%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
19,740
shares
|
$5.28 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
19,735
shares
|
$5.28 Million
3.09% of portfolio
|
Q4 2024
Added 2.52%
|