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 |
|---|---|---|---|---|---|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
15,519
shares
|
$4.15 Million
1.19% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
15,505
shares
|
$4.14 Million
2.27% of portfolio
|
Q2 2023
Reduced 26.95%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
15,496
shares
|
$4.14 Million
2.07% of portfolio
|
Q3 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
15,494
shares
|
$4.14 Million
0.39% of portfolio
|
Q4 2024
Reduced 14.42%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
15,493
shares
|
$4.14 Million
0.59% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
15,486
shares
|
$4.14 Million
2.84% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
15,465
shares
|
$4.13 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
15,464
shares
|
$4.13 Million
0.27% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
15,455
shares
|
$4.13 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Oct 22, 2024 Q3 2024 |
15,455
shares
|
$4.13 Million
2.34% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
15,452
shares
|
$4.13 Million
1.33% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
15,450
shares
|
$4.13 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
15,439
shares
|
$4.13 Million
1.59% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
15,437
shares
|
$4.13 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
15,433
shares
|
$4.13 Million
2.18% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
15,431
shares
|
$4.12 Million
1.06% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,429
shares
|
$4.12 Million
0.67% of portfolio
|
Q3 2024
Reduced 48.53%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
15,426
shares
|
$4.12 Million
0.43% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
15,408
shares
|
$4.12 Million
1.1% of portfolio
|
Q3 2023
Added 2.4%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
15,346
shares
|
$4.1 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
15,322
shares
|
$4.1 Million
1.16% of portfolio
|
Q3 2024
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
15,314
shares
|
$4.09 Million
0.57% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
15,294
shares
|
$4.09 Million
1.52% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
15,293
shares
|
$4.09 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
15,234
shares
|
$4.07 Million
1.78% of portfolio
|
Q3 2024
Added 1.68%
|