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 |
|---|---|---|---|---|---|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
12,174
shares
|
$3.25 Million
1.16% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Lindenwold Advisors
|
Nov 07, 2024 Q3 2024 |
12,160
shares
|
$3.25 Million
1.29% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
12,159
shares
|
$3.25 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
12,144
shares
|
$3.25 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
12,137
shares
|
$3.24 Million
1.09% of portfolio
|
Q3 2024
Added 16.36%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
12,128
shares
|
$3.24 Million
0.56% of portfolio
|
Q2 2024
Added 2.51%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
12,105
shares
|
$3.24 Million
2.11% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
12,102
shares
|
$3.23 Million
0.92% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
12,076
shares
|
$3.23 Million
0.54% of portfolio
|
Q4 2024
Added 29.68%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
12,054
shares
|
$3.22 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
12,040
shares
|
$3.22 Million
0.95% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
12,039
shares
|
$3.22 Million
0.74% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
12,011
shares
|
$3.21 Million
0.02% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
12,004
shares
|
$3.21 Million
1.03% of portfolio
|
Q4 2024
Added 15.55%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
11,997
shares
|
$3.21 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
11,987
shares
|
$3.2 Million
1.41% of portfolio
|
Q3 2023
Reduced 65.46%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
11,983
shares
|
$3.2 Million
1.54% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
11,975
shares
|
$3.2 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
11,971
shares
|
$3.2 Million
1.81% of portfolio
|
Q3 2024
New holding
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,970
shares
|
$3.2 Million
0.28% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
11,963
shares
|
$3.2 Million
0.87% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
11,951
shares
|
$3.19 Million
1.08% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
11,914
shares
|
$3.18 Million
0.5% of portfolio
|
Q3 2024
Reduced 23.19%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
11,912
shares
|
$3.18 Million
1.34% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
11,907
shares
|
$3.18 Million
2.29% of portfolio
|
Q4 2022
New holding
|