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 |
|---|---|---|---|---|---|
|
Harvey Investment CO LLC
|
Jan 28, 2025 Q4 2024 |
19,266
shares
|
$5.15 Million
0.53% of portfolio
|
Q1 2023
Reduced 0.93%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
19,241
shares
|
$5.14 Million
1.79% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
19,228
shares
|
$5.14 Million
2.5% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Fcg Investment CO
Germantown, TN |
Jan 17, 2025 Q4 2024 |
19,228
shares
|
$5.14 Million
2.8% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
19,198
shares
|
$5.13 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
19,186
shares
|
$5.13 Million
1.69% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Guardian Investment Management
|
Jan 16, 2025 Q4 2024 |
19,149
shares
|
$5.12 Million
3.18% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
19,123
shares
|
$5.11 Million
1.42% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
19,072
shares
|
$5.1 Million
0.88% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
19,068
shares
|
$5.1 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
19,065
shares
|
$5.1 Million
2.44% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
19,040
shares
|
$5.09 Million
0.57% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Nov 01, 2024 Q3 2024 |
19,013
shares
|
$5.08 Million
3.3% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
18,996
shares
|
$5.08 Million
0.72% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
18,973
shares
|
$5.07 Million
0.53% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Denali Advisors LLC
|
Nov 13, 2024 Q3 2024 |
18,970
shares
|
$5.07 Million
0.44% of portfolio
|
Q3 2024
Added 216.17%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
18,935
shares
|
$5.06 Million
0.42% of portfolio
|
Q4 2020
Added 17.98%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
18,919
shares
|
$5.06 Million
1.79% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Stoneridge Investment Partners LLC
|
Jan 28, 2025 Q4 2024 |
18,917
shares
|
$5.06 Million
1.62% of portfolio
|
Q4 2024
Reduced 34.69%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
18,910
shares
|
$5.05 Million
1.56% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
18,900
shares
|
$5.05 Million
0.88% of portfolio
|
Q2 2024
Reduced 43.39%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
18,889
shares
|
$5.05 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
18,888
shares
|
$5.05 Million
3.45% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,886
shares
|
$5.05 Million
0.94% of portfolio
|
Q4 2024
Reduced 13.54%
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
18,862
shares
|
$5.04 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.63%
|