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 5,074 institutions that hold shares in the stock, with a total of 2.01 Billion shares, which have been reported (via 13F filing form) to have a value of $473 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,139
shares
|
$502,600
0.44% of portfolio
|
Q4 2024
Added 39.53%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
2,135
shares
|
$501,660
0.23% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
2,132
shares
|
$500,956
0.24% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Feb 12, 2025 Q4 2024 |
2,130
shares
|
$500,486
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
New World Advisors LLC
Hingham, MA |
Feb 04, 2025 Q4 2024 |
2,122
shares
|
$498,606
0.12% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
2,120
shares
|
$498,136
0.21% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Broderick Brian C
|
Feb 12, 2025 Q4 2024 |
2,110
shares
|
$495,786
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
2,108
shares
|
$495,316
0.21% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,108
shares
|
$495,316
0.32% of portfolio
|
Q3 2023
Reduced 13.07%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Feb 13, 2025 Q4 2024 |
2,108
shares
|
$495,316
0.62% of portfolio
|
Q4 2024
Reduced 22.87%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
2,107
shares
|
$495,081
0.06% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
2,105
shares
|
$494,611
0.07% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,100
shares
|
$493,437
0.12% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
2,100
shares
|
$493,437
0.58% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Compton Financial Group, LLC
|
Jan 30, 2025 Q4 2024 |
2,098
shares
|
$492,967
0.15% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
2,096
shares
|
$492,497
0.28% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
2,095
shares
|
$492,262
0.08% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
2,094
shares
|
$492,027
0.15% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
2,092
shares
|
$491,557
0.09% of portfolio
|
Q3 2023
Reduced 5.98%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
2,092
shares
|
$491,557
0.34% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
2,088
shares
|
$490,617
0.36% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
2,087
shares
|
$490,382
0.31% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
2,085
shares
|
$489,912
0.07% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
2,084
shares
|
$489,677
0.25% of portfolio
|
Q2 2024
Reduced 18.05%
|
|
|
Ndvr, Inc.
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,082
shares
|
$489,207
0.48% of portfolio
|
Q4 2024
Added 2.81%
|