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 |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
14,646
shares
|
$3.91 Million
0.87% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
14,643
shares
|
$3.91 Million
0.66% of portfolio
|
Q3 2024
Added 12.06%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
14,633
shares
|
$3.91 Million
0.66% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
14,623
shares
|
$3.91 Million
0.42% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
14,616
shares
|
$3.91 Million
0.98% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
14,611
shares
|
$3.91 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
14,578
shares
|
$3.9 Million
0.06% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
14,518
shares
|
$3.88 Million
0.99% of portfolio
|
Q3 2024
Reduced 33.16%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
14,474
shares
|
$3.87 Million
0.59% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
14,450
shares
|
$3.86 Million
1.06% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
14,447
shares
|
$3.86 Million
1.53% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
14,420
shares
|
$3.85 Million
0.66% of portfolio
|
Q3 2024
Reduced 33.81%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
14,390
shares
|
$3.85 Million
2.18% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
14,388
shares
|
$3.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 98.01%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
14,380
shares
|
$3.84 Million
0.84% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
14,351
shares
|
$3.84 Million
1.49% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jan 22, 2025 Q4 2024 |
14,349
shares
|
$3.84 Million
3.1% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
14,343
shares
|
$3.83 Million
2.9% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
14,337
shares
|
$3.83 Million
0.4% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
14,330
shares
|
$3.83 Million
1.57% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
14,314
shares
|
$3.83 Million
0.92% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
14,310
shares
|
$3.83 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,277
shares
|
$3.82 Million
0.52% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,273
shares
|
$3.82 Million
0.43% of portfolio
|
Q3 2024
Reduced 26.02%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
14,269
shares
|
$3.81 Million
1.24% of portfolio
|
Q4 2024
Reduced 0.13%
|