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 5,066 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 $467 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
2,024
shares
|
$470,013
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
2,023
shares
|
$469,781
0.09% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
2,019
shares
|
$468,852
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,015
shares
|
$467,923
0.09% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,013
shares
|
$467,458
0.2% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,013
shares
|
$467,458
0.0% of portfolio
|
Q4 2024
Reduced 96.92%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
2,012
shares
|
$467,226
0.11% of portfolio
|
Q4 2024
Added 22.31%
|
|
|
Smith Shellnut Wilson LLC
|
Mar 04, 2025 Q4 2024 |
2,011
shares
|
$466,994
0.22% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
2,008
shares
|
$466,297
0.0% of portfolio
|
Q4 2024
Reduced 99.21%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
2,005
shares
|
$465,601
0.07% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
2,002
shares
|
$464,904
0.37% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$464,440
0.02% of portfolio
|
Q3 2024
Reduced 30.56%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$464,440
0.23% of portfolio
|
Q4 2024
Reduced 36.95%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
2,000
shares
|
$464,440
0.15% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
2,000
shares
|
$464,440
0.27% of portfolio
|
Q4 2024
Added 19.76%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
1,999
shares
|
$464,207
0.22% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,998
shares
|
$463,975
0.14% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Tuttle Capital Management, LLC
|
Jan 13, 2025 Q4 2024 |
1,996
shares
|
$463,511
4.98% of portfolio
|
Q4 2024
Added 34.5%
|
|
|
Somerville Kurt F
|
Feb 12, 2025 Q4 2024 |
1,995
shares
|
$463,278
0.08% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
1,994
shares
|
$463,046
0.1% of portfolio
|
Q4 2024
Added 85.49%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
1,993
shares
|
$462,814
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,983
shares
|
$460,492
0.16% of portfolio
|
Q4 2022
Added 5.31%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
1,981
shares
|
$460,027
0.23% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
1,981
shares
|
$460,027
0.22% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
1,979
shares
|
$459,563
0.33% of portfolio
|
Q4 2024
Added 8.56%
|