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 |
|---|---|---|---|---|---|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
14,267
shares
|
$3.81 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
14,251
shares
|
$3.81 Million
0.75% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
14,240
shares
|
$3.81 Million
0.79% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
14,222
shares
|
$3.8 Million
0.53% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
14,200
shares
|
$3.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 93.41%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
14,168
shares
|
$3.79 Million
0.95% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
14,166
shares
|
$3.79 Million
1.42% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
14,165
shares
|
$3.79 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14,155
shares
|
$3.78 Million
0.65% of portfolio
|
Q3 2024
Added 23.71%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
14,150
shares
|
$3.78 Million
0.82% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
14,138
shares
|
$3.78 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
14,135
shares
|
$3.78 Million
3.17% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
14,118
shares
|
$3.77 Million
0.68% of portfolio
|
Q3 2024
Added 20.38%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
14,093
shares
|
$3.77 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
14,087
shares
|
$3.77 Million
0.33% of portfolio
|
Q4 2024
Added 36.52%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Jan 31, 2025 Q4 2024 |
14,038
shares
|
$3.75 Million
2.19% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
14,037
shares
|
$3.75 Million
0.58% of portfolio
|
Q4 2024
Added 90.8%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
13,994
shares
|
$3.74 Million
0.96% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Shaker Investments LLC
|
Jan 29, 2025 Q4 2024 |
13,979
shares
|
$3.74 Million
1.44% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
13,960
shares
|
$3.73 Million
1.1% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
13,922
shares
|
$3.72 Million
0.95% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
13,905
shares
|
$3.72 Million
1.64% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
13,899
shares
|
$3.72 Million
0.48% of portfolio
|
Q1 2023
Reduced 7.33%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
13,892
shares
|
$3.71 Million
1.95% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
13,890
shares
|
$3.71 Million
0.71% of portfolio
|
Q4 2024
Added 2.72%
|