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 |
|---|---|---|---|---|---|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
19,709
shares
|
$5.27 Million
1.0% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
19,698
shares
|
$5.27 Million
2.84% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
19,680
shares
|
$5.26 Million
1.54% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Account Management LLC
|
Nov 04, 2024 Q3 2024 |
19,665
shares
|
$5.26 Million
4.93% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
19,652
shares
|
$5.25 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
19,600
shares
|
$5.24 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
19,580
shares
|
$5.23 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
19,575
shares
|
$5.23 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
19,572
shares
|
$5.23 Million
0.45% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
19,512
shares
|
$5.22 Million
0.37% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
19,499
shares
|
$5.21 Million
0.72% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
19,445
shares
|
$5.2 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
19,439
shares
|
$5.2 Million
0.68% of portfolio
|
Q2 2023
Added 3.59%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
19,400
shares
|
$5.19 Million
1.15% of portfolio
|
Q4 2024
Added 12.21%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
19,396
shares
|
$5.18 Million
0.58% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
19,368
shares
|
$5.18 Million
2.31% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 17, 2025 Q4 2024 |
19,366
shares
|
$5.18 Million
1.49% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
19,354
shares
|
$5.17 Million
2.33% of portfolio
|
Q4 2024
Reduced 10.24%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
19,335
shares
|
$5.17 Million
0.26% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Nov 13, 2024 Q3 2024 |
19,333
shares
|
$5.17 Million
0.86% of portfolio
|
Q4 2023
Reduced 0.2%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
19,325
shares
|
$5.17 Million
3.89% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
19,309
shares
|
$5.16 Million
1.12% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
19,297
shares
|
$5.16 Million
1.4% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
19,278
shares
|
$5.15 Million
0.31% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
19,271
shares
|
$5.15 Million
0.87% of portfolio
|
Q4 2024
Added 1.35%
|