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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
11,886
shares
|
$3.18 Million
0.1% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
11,882
shares
|
$3.18 Million
1.45% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
11,873
shares
|
$3.17 Million
0.06% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
11,872
shares
|
$3.17 Million
0.12% of portfolio
|
Q3 2024
Added 15.3%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
11,859
shares
|
$3.17 Million
0.31% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
11,853
shares
|
$3.17 Million
1.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
11,851
shares
|
$3.17 Million
1.3% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
11,842
shares
|
$3.17 Million
1.17% of portfolio
|
Q2 2024
Added 9.6%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
11,818
shares
|
$3.16 Million
1.24% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Martin Capital Partners, LLC
|
Jan 27, 2025 Q4 2024 |
11,770
shares
|
$3.15 Million
3.35% of portfolio
|
Q4 2024
Reduced 58.1%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
11,744
shares
|
$3.14 Million
1.01% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
11,738
shares
|
$3.14 Million
0.42% of portfolio
|
Q3 2024
Reduced 30.69%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
11,738
shares
|
$3.14 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
11,731
shares
|
$3.14 Million
2.44% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
11,726
shares
|
$3.13 Million
1.84% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
11,726
shares
|
$3.13 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
11,701
shares
|
$3.13 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,671
shares
|
$3.12 Million
1.25% of portfolio
|
Q1 2024
Added 17.44%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
11,668
shares
|
$3.12 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
11,652
shares
|
$3.11 Million
0.86% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Axecap Investments, LLC
Mason, OH |
Jan 29, 2025 Q4 2024 |
11,651
shares
|
$3.11 Million
2.1% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
11,638
shares
|
$3.11 Million
0.91% of portfolio
|
Q2 2023
Reduced 1.52%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
11,623
shares
|
$3.11 Million
1.45% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
11,618
shares
|
$3.11 Million
1.39% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
11,617
shares
|
$3.11 Million
0.34% of portfolio
|
Q3 2024
Added 201.43%
|