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 |
|---|---|---|---|---|---|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
12,673
shares
|
$3.39 Million
0.91% of portfolio
|
Q2 2022
Reduced 11.86%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
12,652
shares
|
$3.38 Million
1.44% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
12,650
shares
|
$3.38 Million
1.21% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Continental Advisors LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,635
shares
|
$3.38 Million
1.29% of portfolio
|
Q3 2024
Reduced 16.52%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
12,632
shares
|
$3.38 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
12,584
shares
|
$3.36 Million
0.32% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
12,557
shares
|
$3.36 Million
0.37% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
12,520
shares
|
$3.35 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,504
shares
|
$3.34 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
12,479
shares
|
$3.34 Million
0.3% of portfolio
|
Q1 2024
Added 2.46%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
12,453
shares
|
$3.33 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
12,424
shares
|
$3.32 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
12,417
shares
|
$3.32 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
12,384
shares
|
$3.31 Million
1.34% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
12,369
shares
|
$3.31 Million
0.17% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
12,361
shares
|
$3.3 Million
0.53% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
12,354
shares
|
$3.3 Million
2.05% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
12,341
shares
|
$3.3 Million
1.01% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
12,326
shares
|
$3.29 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
12,288
shares
|
$3.28 Million
0.92% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
12,248
shares
|
$3.27 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,211
shares
|
$3.26 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.03%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
12,210
shares
|
$3.26 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
12,184
shares
|
$3.26 Million
0.22% of portfolio
|
Q3 2024
Added 87.94%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
12,179
shares
|
$3.26 Million
1.01% of portfolio
|
Q3 2024
Added 0.36%
|