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 |
|---|---|---|---|---|---|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
2,039
shares
|
$479,103
0.26% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
2,036
shares
|
$478,398
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
2,034
shares
|
$477,928
0.43% of portfolio
|
Q4 2024
Added 87.29%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
2,028
shares
|
$476,519
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
2,027
shares
|
$476,284
0.18% of portfolio
|
Q1 2024
Reduced 51.32%
|
|
|
Kercheville Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,025
shares
|
$475,814
0.19% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
2,025
shares
|
$475,814
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
2,024
shares
|
$475,579
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
2,023
shares
|
$475,344
0.09% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
2,019
shares
|
$474,404
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,015
shares
|
$473,464
0.09% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,013
shares
|
$472,994
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
|
$472,994
0.0% of portfolio
|
Q4 2024
Reduced 96.92%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
2,012
shares
|
$472,759
0.11% of portfolio
|
Q4 2024
Added 22.31%
|
|
|
Smith Shellnut Wilson LLC
|
Mar 04, 2025 Q4 2024 |
2,011
shares
|
$472,524
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
|
$471,819
0.0% of portfolio
|
Q4 2024
Reduced 99.21%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
2,005
shares
|
$471,114
0.07% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
2,002
shares
|
$470,409
0.37% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$469,940
0.02% of portfolio
|
Q3 2024
Reduced 30.56%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$469,940
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
|
$469,940
0.15% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
2,000
shares
|
$469,940
0.27% of portfolio
|
Q4 2024
Added 19.76%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
1,999
shares
|
$469,705
0.22% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,998
shares
|
$469,470
0.14% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Tuttle Capital Management, LLC
|
Jan 13, 2025 Q4 2024 |
1,996
shares
|
$469,000
4.98% of portfolio
|
Q4 2024
Added 34.5%
|