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 |
|---|---|---|---|---|---|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
13,458
shares
|
$3.6 Million
1.68% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
13,447
shares
|
$3.59 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
13,446
shares
|
$3.59 Million
0.58% of portfolio
|
Q3 2024
Added 25.32%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
13,432
shares
|
$3.59 Million
0.57% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
13,432
shares
|
$3.59 Million
0.23% of portfolio
|
Q3 2023
Added 8.52%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
13,409
shares
|
$3.58 Million
0.3% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
13,397
shares
|
$3.58 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
13,377
shares
|
$3.58 Million
1.42% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
13,374
shares
|
$3.57 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
13,374
shares
|
$3.57 Million
1.19% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
13,350
shares
|
$3.57 Million
0.75% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
13,323
shares
|
$3.56 Million
1.2% of portfolio
|
Q4 2024
Added 31.48%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
13,321
shares
|
$3.56 Million
0.21% of portfolio
|
Q4 2022
Reduced 11.12%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
13,300
shares
|
$3.56 Million
0.93% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,297
shares
|
$3.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 86.97%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
13,289
shares
|
$3.55 Million
0.22% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
13,214
shares
|
$3.53 Million
0.36% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
13,187
shares
|
$3.52 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
13,145
shares
|
$3.51 Million
1.22% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
13,141
shares
|
$3.51 Million
1.03% of portfolio
|
Q4 2024
Reduced 15.99%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
13,099
shares
|
$3.5 Million
0.36% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
13,099
shares
|
$3.5 Million
1.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
13,071
shares
|
$3.49 Million
0.25% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Chapman Investment Management, LLC
|
Jan 31, 2025 Q4 2024 |
13,047
shares
|
$3.49 Million
2.44% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
13,028
shares
|
$3.48 Million
3.26% of portfolio
|
Q3 2024
Reduced 0.5%
|