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 |
|---|---|---|---|---|---|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,104
shares
|
$4.3 Million
0.47% of portfolio
|
Q2 2022
Reduced 27.86%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
16,052
shares
|
$4.29 Million
0.75% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
15,978
shares
|
$4.27 Million
1.75% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
15,969
shares
|
$4.27 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
15,969
shares
|
$4.27 Million
1.38% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
15,964
shares
|
$4.27 Million
1.51% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
15,963
shares
|
$4.27 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
15,957
shares
|
$4.27 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
15,943
shares
|
$4.26 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
15,923
shares
|
$4.26 Million
1.98% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
15,912
shares
|
$4.25 Million
0.27% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
15,854
shares
|
$4.24 Million
0.86% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
15,814
shares
|
$4.23 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
15,751
shares
|
$4.21 Million
1.27% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
15,736
shares
|
$4.21 Million
1.12% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
15,709
shares
|
$4.2 Million
2.66% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
15,694
shares
|
$4.2 Million
0.37% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
15,683
shares
|
$4.19 Million
0.3% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
15,656
shares
|
$4.18 Million
0.34% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
15,587
shares
|
$4.17 Million
1.01% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
15,560
shares
|
$4.16 Million
1.21% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
Royal Harbor Partners, LLC
|
Oct 29, 2024 Q3 2024 |
15,557
shares
|
$4.16 Million
1.75% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
15,545
shares
|
$4.16 Million
0.59% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
15,534
shares
|
$4.15 Million
0.26% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
15,527
shares
|
$4.15 Million
0.63% of portfolio
|
Q3 2024
Added 2.64%
|