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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
13,001
shares
|
$3.48 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Ulysses Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,000
shares
|
$3.47 Million
0.26% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
12,963
shares
|
$3.47 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
12,959
shares
|
$3.46 Million
0.7% of portfolio
|
Q3 2022
Reduced 40.2%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
12,954
shares
|
$3.46 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
12,954
shares
|
$3.46 Million
0.1% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
12,947
shares
|
$3.46 Million
0.31% of portfolio
|
Q3 2024
Reduced 59.4%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
12,946
shares
|
$3.46 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
12,932
shares
|
$3.46 Million
0.89% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
12,894
shares
|
$3.45 Million
2.28% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
12,893
shares
|
$3.45 Million
1.23% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
12,887
shares
|
$3.44 Million
0.38% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
12,871
shares
|
$3.44 Million
0.46% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
12,860
shares
|
$3.44 Million
1.71% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
12,851
shares
|
$3.44 Million
2.73% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
12,850
shares
|
$3.43 Million
2.15% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
12,771
shares
|
$3.41 Million
0.18% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
12,741
shares
|
$3.41 Million
1.26% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 12, 2024 Q3 2024 |
12,734
shares
|
$3.4 Million
2.11% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
12,724
shares
|
$3.4 Million
1.5% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 15, 2024 Q3 2024 |
12,716
shares
|
$3.4 Million
1.0% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
12,715
shares
|
$3.4 Million
1.5% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
12,708
shares
|
$3.4 Million
2.02% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
12,703
shares
|
$3.4 Million
0.25% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
12,681
shares
|
$3.39 Million
1.21% of portfolio
|
Q4 2024
Added 1.67%
|