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 |
|---|---|---|---|---|---|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
17,827
shares
|
$4.77 Million
3.79% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
17,803
shares
|
$4.76 Million
1.94% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 24, 2025 Q4 2024 |
17,787
shares
|
$4.75 Million
1.27% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
17,706
shares
|
$4.73 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
17,641
shares
|
$4.72 Million
2.11% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
17,613
shares
|
$4.71 Million
2.12% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
17,608
shares
|
$4.71 Million
2.8% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
17,589
shares
|
$4.7 Million
4.33% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
17,587
shares
|
$4.7 Million
1.52% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
17,542
shares
|
$4.69 Million
0.54% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
17,531
shares
|
$4.69 Million
0.47% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
17,511
shares
|
$4.68 Million
0.97% of portfolio
|
Q4 2024
Reduced 15.71%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
17,486
shares
|
$4.67 Million
2.72% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
17,466
shares
|
$4.67 Million
1.15% of portfolio
|
Q4 2023
Reduced 2.17%
|
|
|
Ctc LLC
|
Nov 14, 2024 Q3 2024 |
17,462
shares
|
$4.67 Million
0.09% of portfolio
|
Q3 2024
Reduced 75.11%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
17,446
shares
|
$4.66 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
17,434
shares
|
$4.66 Million
1.96% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
17,388
shares
|
$4.65 Million
0.34% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
17,361
shares
|
$4.64 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
17,305
shares
|
$4.63 Million
0.24% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
17,276
shares
|
$4.62 Million
1.36% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
17,264
shares
|
$4.61 Million
1.15% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
17,249
shares
|
$4.61 Million
0.3% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
17,242
shares
|
$4.61 Million
1.33% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
17,213
shares
|
$4.6 Million
1.08% of portfolio
|
Q3 2024
Added 0.01%
|