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 |
|---|---|---|---|---|---|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
18,264
shares
|
$4.88 Million
2.76% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
18,259
shares
|
$4.88 Million
0.48% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
18,213
shares
|
$4.87 Million
0.06% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
18,208
shares
|
$4.87 Million
1.62% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
18,207
shares
|
$4.87 Million
0.68% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
18,190
shares
|
$4.86 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
18,189
shares
|
$4.86 Million
1.79% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
18,183
shares
|
$4.86 Million
1.16% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
18,173
shares
|
$4.86 Million
1.42% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
18,153
shares
|
$4.85 Million
1.65% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
18,141
shares
|
$4.85 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
18,115
shares
|
$4.84 Million
0.36% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
18,099
shares
|
$4.84 Million
0.27% of portfolio
|
Q4 2024
Reduced 33.6%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
18,067
shares
|
$4.83 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
18,032
shares
|
$4.82 Million
0.45% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
18,020
shares
|
$4.82 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
18,009
shares
|
$4.81 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
17,940
shares
|
$4.8 Million
0.36% of portfolio
|
Q4 2024
Added 21.72%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
17,934
shares
|
$4.79 Million
0.23% of portfolio
|
Q4 2024
Added 96.75%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
17,906
shares
|
$4.79 Million
0.67% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
17,893
shares
|
$4.78 Million
1.2% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 14, 2024 Q3 2024 |
17,885
shares
|
$4.78 Million
2.83% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
17,876
shares
|
$4.78 Million
3.1% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
17,852
shares
|
$4.77 Million
0.51% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
17,836
shares
|
$4.77 Million
1.32% of portfolio
|
Q4 2024
Added 0.45%
|