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 |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
18,814
shares
|
$5.03 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
18,805
shares
|
$5.03 Million
1.59% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
18,800
shares
|
$5.03 Million
1.66% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
18,793
shares
|
$5.02 Million
2.39% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
18,705
shares
|
$5 Million
1.45% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
18,702
shares
|
$5 Million
0.88% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
18,699
shares
|
$5 Million
2.13% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Outfitter Financial LLC
|
Oct 29, 2024 Q3 2024 |
18,687
shares
|
$5 Million
3.27% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
18,667
shares
|
$4.99 Million
3.11% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
18,636
shares
|
$4.98 Million
3.98% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
18,623
shares
|
$4.98 Million
1.66% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
18,590
shares
|
$4.97 Million
1.78% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
18,541
shares
|
$4.96 Million
0.19% of portfolio
|
Q3 2022
Reduced 1.62%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
18,528
shares
|
$4.95 Million
2.3% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
18,496
shares
|
$4.94 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
18,449
shares
|
$4.93 Million
0.4% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
18,444
shares
|
$4.93 Million
0.4% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
18,444
shares
|
$4.93 Million
1.32% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Holowesko Partners Ltd.
Nassau, C5 |
Nov 12, 2024 Q3 2024 |
18,400
shares
|
$4.92 Million
2.19% of portfolio
|
Q3 2024
Reduced 21.37%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
18,399
shares
|
$4.92 Million
0.92% of portfolio
|
Q3 2024
Added 27.71%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
18,389
shares
|
$4.92 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
18,369
shares
|
$4.91 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
18,341
shares
|
$4.9 Million
2.41% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
18,335
shares
|
$4.9 Million
0.49% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
18,332
shares
|
$4.9 Million
1.68% of portfolio
|
Q3 2024
Reduced 4.46%
|