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 |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,597
shares
|
$3.1 Million
0.3% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
11,577
shares
|
$3.09 Million
0.05% of portfolio
|
Q4 2024
Added 15.98%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
11,574
shares
|
$3.09 Million
0.52% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 22, 2025 Q4 2024 |
11,560
shares
|
$3.09 Million
1.77% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
11,546
shares
|
$3.09 Million
0.42% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
11,545
shares
|
$3.09 Million
0.42% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
11,514
shares
|
$3.08 Million
0.28% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
11,514
shares
|
$3.08 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
11,488
shares
|
$3.07 Million
2.83% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
11,484
shares
|
$3.07 Million
1.4% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
11,482
shares
|
$3.07 Million
0.66% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
11,441
shares
|
$3.06 Million
1.39% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
11,431
shares
|
$3.06 Million
0.89% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
11,412
shares
|
$3.05 Million
1.05% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
11,398
shares
|
$3.05 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,396
shares
|
$3.05 Million
0.63% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
11,394
shares
|
$3.05 Million
0.59% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
11,390
shares
|
$3.04 Million
0.4% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
11,383
shares
|
$3.04 Million
0.57% of portfolio
|
Q4 2024
Added 36.32%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
11,368
shares
|
$3.04 Million
0.85% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
11,357
shares
|
$3.04 Million
1.47% of portfolio
|
Q2 2023
Reduced 4.56%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
11,353
shares
|
$3.03 Million
0.5% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
11,326
shares
|
$3.03 Million
0.38% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,298
shares
|
$3.02 Million
0.32% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
11,291
shares
|
$3.02 Million
0.42% of portfolio
|
Q3 2024
Reduced 4.61%
|