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 |
|---|---|---|---|---|---|
|
Gladius Capital Management LP
Chicago, IL |
Jan 31, 2025 Q4 2024 |
13,877
shares
|
$3.71 Million
1.91% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
13,873
shares
|
$3.71 Million
1.22% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
13,872
shares
|
$3.71 Million
2.33% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
13,852
shares
|
$3.7 Million
1.46% of portfolio
|
Q3 2024
Added 80.39%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
13,801
shares
|
$3.69 Million
1.12% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
13,779
shares
|
$3.68 Million
0.73% of portfolio
|
Q3 2024
Added 29.26%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
13,776
shares
|
$3.68 Million
0.48% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
13,771
shares
|
$3.68 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
13,768
shares
|
$3.68 Million
0.72% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
13,753
shares
|
$3.68 Million
0.93% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
13,729
shares
|
$3.67 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
13,677
shares
|
$3.66 Million
1.51% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
13,669
shares
|
$3.65 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
13,666
shares
|
$3.65 Million
1.59% of portfolio
|
Q3 2024
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
13,649
shares
|
$3.65 Million
1.53% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
13,647
shares
|
$3.65 Million
0.42% of portfolio
|
Q1 2023
Added 1.49%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
13,629
shares
|
$3.64 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 05, 2024 Q3 2024 |
13,629
shares
|
$3.64 Million
2.54% of portfolio
|
Q3 2024
Reduced 24.33%
|
|
|
Highview Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
13,623
shares
|
$3.64 Million
1.28% of portfolio
|
Q4 2024
Added 16.14%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
13,567
shares
|
$3.63 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
13,567
shares
|
$3.63 Million
1.98% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
13,565
shares
|
$3.63 Million
0.78% of portfolio
|
Q3 2024
Reduced 33.96%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
13,549
shares
|
$3.62 Million
1.75% of portfolio
|
Q3 2024
Reduced 32.87%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
13,531
shares
|
$3.62 Million
0.97% of portfolio
|
Q1 2024
Added 1.12%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
13,521
shares
|
$3.61 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.69%
|