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 |
|---|---|---|---|---|---|
|
New Perspectives, Inc
Tougaloo, MS |
Jan 22, 2025 Q4 2024 |
1,593
shares
|
$374,307
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
1,591
shares
|
$373,837
0.12% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
1,582
shares
|
$371,722
0.22% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
|
Front Street Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
1,576
shares
|
$370,312
0.07% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
1,572
shares
|
$369,372
0.11% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
1,571
shares
|
$369,137
0.03% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,571
shares
|
$369,137
0.14% of portfolio
|
Q4 2024
Added 31.68%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
1,561
shares
|
$366,788
0.11% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Capital Counsel LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,560
shares
|
$366,553
0.02% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,557
shares
|
$365,848
0.16% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
1,555
shares
|
$365,378
0.13% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Bourne Lent Asset Management Inc
|
Jan 17, 2025 Q4 2024 |
1,550
shares
|
$364,203
0.14% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
1,550
shares
|
$364,203
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,547
shares
|
$363,498
0.22% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
1,546
shares
|
$363,263
0.15% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
1,546
shares
|
$363,263
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
1,542
shares
|
$362,323
0.06% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jan 29, 2025 Q4 2024 |
1,541
shares
|
$362,088
0.28% of portfolio
|
Q4 2024
Added 35.53%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
1,541
shares
|
$362,088
0.17% of portfolio
|
Q1 2024
Reduced 3.14%
|
|
|
Elite Life Management LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
1,538
shares
|
$361,383
1.09% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Feb 05, 2025 Q4 2024 |
1,537
shares
|
$361,148
0.11% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
1,535
shares
|
$360,678
0.23% of portfolio
|
Q4 2024
Added 18.81%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,533
shares
|
$360,209
0.13% of portfolio
|
Q2 2022
Added 84.03%
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
1,531
shares
|
$359,739
0.18% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
1,530
shares
|
$359,504
0.28% of portfolio
|
Q4 2024
Reduced 9.14%
|