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 |
|---|---|---|---|---|---|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,527
shares
|
$358,799
0.21% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
1,527
shares
|
$358,799
0.27% of portfolio
|
Q4 2024
Reduced 55.76%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
1,527
shares
|
$358,799
0.03% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,525
shares
|
$358,329
0.27% of portfolio
|
Q4 2024
Reduced 79.83%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
1,522
shares
|
$357,624
0.08% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
1,520
shares
|
$357,154
0.18% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
1,518
shares
|
$356,684
0.14% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
1,516
shares
|
$356,214
0.12% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Zevin Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
1,512
shares
|
$355,274
0.05% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,511
shares
|
$355,039
0.27% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
1,507
shares
|
$354,099
0.13% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
1,506
shares
|
$353,864
0.09% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
1,505
shares
|
$353,629
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
1,504
shares
|
$353,394
0.37% of portfolio
|
Q2 2023
New holding
|
|
|
Gouws Capital LLC
|
Feb 06, 2025 Q4 2024 |
1,500
shares
|
$352,455
0.25% of portfolio
|
Q1 2024
Reduced 4.46%
|
|
|
Highlander Partners, L.P.
|
Feb 06, 2025 Q4 2024 |
1,500
shares
|
$352,455
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Colrain Capital LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
1,500
shares
|
$352,455
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
1,500
shares
|
$352,455
0.25% of portfolio
|
Q3 2024
Reduced 13.94%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
1,498
shares
|
$351,985
0.18% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
1,496
shares
|
$351,515
0.29% of portfolio
|
Q2 2023
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,495
shares
|
$351,280
0.11% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
1,493
shares
|
$350,810
0.3% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
1,490
shares
|
$350,105
0.24% of portfolio
|
Q4 2023
Added 7.58%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
1,489
shares
|
$349,870
0.37% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,489
shares
|
$349,870
0.02% of portfolio
|
Q4 2024
Reduced 11.0%
|