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 |
|---|---|---|---|---|---|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
16,567
shares
|
$4.43 Million
1.06% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
16,553
shares
|
$4.42 Million
2.35% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
16,538
shares
|
$4.42 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Kp Management LLC
Edina, MN |
Oct 24, 2024 Q3 2024 |
16,527
shares
|
$4.42 Million
1.12% of portfolio
|
Q4 2023
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
16,461
shares
|
$4.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 46.08%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
16,431
shares
|
$4.39 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
16,406
shares
|
$4.39 Million
0.84% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
16,402
shares
|
$4.38 Million
1.03% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
16,356
shares
|
$4.37 Million
2.11% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
16,351
shares
|
$4.37 Million
1.57% of portfolio
|
Q1 2024
Reduced 30.37%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
16,351
shares
|
$4.37 Million
0.02% of portfolio
|
Q4 2024
Reduced 96.64%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
16,335
shares
|
$4.37 Million
1.61% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
16,330
shares
|
$4.37 Million
0.54% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
16,318
shares
|
$4.36 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
16,315
shares
|
$4.36 Million
1.25% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
16,277
shares
|
$4.35 Million
0.32% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
16,276
shares
|
$4.35 Million
0.9% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
16,258
shares
|
$4.35 Million
0.86% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
16,249
shares
|
$4.34 Million
0.31% of portfolio
|
Q4 2024
Added 20.71%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
16,228
shares
|
$4.34 Million
1.88% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
16,214
shares
|
$4.33 Million
1.69% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
16,199
shares
|
$4.33 Million
2.27% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
16,194
shares
|
$4.33 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
16,171
shares
|
$4.32 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
16,153
shares
|
$4.32 Million
2.07% of portfolio
|
Q3 2024
Added 4.75%
|