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 |
|---|---|---|---|---|---|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
17,150
shares
|
$4.58 Million
3.09% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
17,050
shares
|
$4.56 Million
1.51% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
17,046
shares
|
$4.56 Million
0.4% of portfolio
|
Q2 2023
Added 1.12%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
17,021
shares
|
$4.55 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
17,008
shares
|
$4.55 Million
2.58% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
16,980
shares
|
$4.54 Million
0.63% of portfolio
|
Q4 2024
Reduced 8.54%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
16,962
shares
|
$4.53 Million
1.77% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
16,927
shares
|
$4.52 Million
0.39% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Jan 23, 2025 Q4 2024 |
16,899
shares
|
$4.52 Million
3.27% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
16,893
shares
|
$4.52 Million
0.33% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
16,875
shares
|
$4.51 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
16,855
shares
|
$4.51 Million
0.44% of portfolio
|
Q1 2023
Added 62.85%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
16,847
shares
|
$4.5 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
16,842
shares
|
$4.5 Million
0.37% of portfolio
|
Q2 2023
Reduced 1.76%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
16,833
shares
|
$4.5 Million
1.49% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
16,822
shares
|
$4.5 Million
0.6% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
16,783
shares
|
$4.49 Million
1.01% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
16,781
shares
|
$4.49 Million
1.29% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
16,748
shares
|
$4.48 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
16,665
shares
|
$4.45 Million
0.48% of portfolio
|
Q4 2024
Reduced 17.51%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
16,644
shares
|
$4.45 Million
3.48% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
16,622
shares
|
$4.44 Million
0.73% of portfolio
|
Q2 2022
Reduced 2.84%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
16,613
shares
|
$4.44 Million
1.86% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
16,612
shares
|
$4.44 Million
2.78% of portfolio
|
Q4 2023
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
16,584
shares
|
$4.43 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.6%
|