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 Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
15,227
shares
|
$4.07 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
15,218
shares
|
$4.07 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
15,203
shares
|
$4.06 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
15,192
shares
|
$4.06 Million
0.47% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
15,168
shares
|
$4.05 Million
0.27% of portfolio
|
Q3 2024
Added 69.36%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
15,153
shares
|
$4.05 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
15,056
shares
|
$4.02 Million
2.41% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
15,051
shares
|
$4.02 Million
1.84% of portfolio
|
Q2 2024
Reduced 9.49%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
15,047
shares
|
$4.02 Million
2.14% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
15,033
shares
|
$4.02 Million
0.38% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Eulav Asset Management
|
Jan 28, 2025 Q4 2024 |
15,003
shares
|
$4.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 21.05%
|
|
|
Bleichroeder LP
New York, NY |
Nov 13, 2024 Q3 2024 |
15,000
shares
|
$4.01 Million
1.07% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
14,999
shares
|
$4.01 Million
1.1% of portfolio
|
Q3 2024
Reduced 47.2%
|
|
|
Hudson Value Partners, LLC
|
Oct 31, 2024 Q3 2024 |
14,988
shares
|
$4.01 Million
1.28% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
14,918
shares
|
$3.99 Million
0.4% of portfolio
|
Q3 2024
Reduced 22.24%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
14,907
shares
|
$3.98 Million
3.4% of portfolio
|
Q4 2024
New holding
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
14,882
shares
|
$3.98 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
14,863
shares
|
$3.97 Million
0.26% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
14,861
shares
|
$3.97 Million
1.8% of portfolio
|
Q3 2024
Added 84.4%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
14,846
shares
|
$3.97 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,831
shares
|
$3.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.13%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
14,818
shares
|
$3.96 Million
1.39% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
14,803
shares
|
$3.96 Million
1.37% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
14,799
shares
|
$3.96 Million
0.71% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
14,749
shares
|
$3.94 Million
1.19% of portfolio
|
Q3 2024
Added 910.9%
|