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 |
|---|---|---|---|---|---|
|
Ascent Capital Management, LLC
Bend, OR |
Feb 10, 2025 Q4 2024 |
1,950
shares
|
$458,191
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Feb 11, 2025 Q4 2024 |
1,948
shares
|
$457,721
0.5% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
1,948
shares
|
$457,721
0.36% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
1,947
shares
|
$457,486
0.25% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
1,946
shares
|
$457,251
0.08% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
1,944
shares
|
$456,781
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
1,943
shares
|
$456,546
0.18% of portfolio
|
Q4 2024
Reduced 73.71%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
1,940
shares
|
$455,841
0.12% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
1,938
shares
|
$455,371
0.17% of portfolio
|
Q4 2024
Added 24.63%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
1,938
shares
|
$455,371
0.16% of portfolio
|
Q3 2024
Reduced 34.55%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
1,937
shares
|
$455,136
0.13% of portfolio
|
Q4 2023
Added 5.44%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,926
shares
|
$452,552
0.17% of portfolio
|
Q4 2024
Added 16.16%
|
|
|
Deltec Asset Management LLC
|
Jan 27, 2025 Q4 2024 |
1,925
shares
|
$452,317
0.1% of portfolio
|
Q4 2024
Reduced 40.31%
|
|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
1,924
shares
|
$452,082
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
1,921
shares
|
$451,377
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Feb 14, 2025 Q4 2024 |
1,915
shares
|
$449,967
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1,911
shares
|
$449,027
0.2% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
1,909
shares
|
$448,557
0.05% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,907
shares
|
$448,087
0.17% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
1,905
shares
|
$447,617
0.18% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
1,905
shares
|
$447,617
0.28% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
1,904
shares
|
$447,382
0.26% of portfolio
|
Q4 2024
Added 19.82%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
1,903
shares
|
$447,147
0.16% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,902
shares
|
$446,912
0.2% of portfolio
|
Q3 2023
Reduced 17.12%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
1,899
shares
|
$446,208
0.19% of portfolio
|
Q1 2023
Added 0.11%
|