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 |
|---|---|---|---|---|---|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
11,285
shares
|
$3.02 Million
1.09% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
11,277
shares
|
$3.01 Million
2.0% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
11,260
shares
|
$3.01 Million
0.72% of portfolio
|
Q3 2024
Reduced 59.86%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
11,255
shares
|
$3.01 Million
1.24% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
11,242
shares
|
$3 Million
0.79% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
11,239
shares
|
$3 Million
1.25% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
11,235
shares
|
$3 Million
0.91% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
11,214
shares
|
$3 Million
0.34% of portfolio
|
Q1 2023
Reduced 78.22%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
11,207
shares
|
$3 Million
0.43% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
11,184
shares
|
$2.99 Million
0.61% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
11,170
shares
|
$2.99 Million
2.15% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Birinyi Associates Inc
|
Nov 14, 2024 Q3 2024 |
11,160
shares
|
$2.98 Million
0.68% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
11,157
shares
|
$2.98 Million
0.17% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
11,128
shares
|
$2.97 Million
1.08% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
11,121
shares
|
$2.97 Million
0.9% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
11,096
shares
|
$2.97 Million
1.1% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
11,070
shares
|
$2.96 Million
0.6% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
11,057
shares
|
$2.96 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
11,056
shares
|
$2.96 Million
2.12% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
11,049
shares
|
$2.95 Million
0.34% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
11,033
shares
|
$2.95 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
11,032
shares
|
$2.95 Million
1.0% of portfolio
|
Q3 2024
Added 111.67%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
11,026
shares
|
$2.95 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
11,021
shares
|
$2.95 Million
2.9% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
11,009
shares
|
$2.94 Million
1.81% of portfolio
|
Q4 2024
Reduced 9.95%
|