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 |
|---|---|---|---|---|---|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
1,516
shares
|
$352,045
0.12% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Zevin Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
1,512
shares
|
$351,116
0.05% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,511
shares
|
$350,884
0.27% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
1,507
shares
|
$349,955
0.13% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
1,506
shares
|
$349,723
0.09% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
1,505
shares
|
$349,491
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
1,504
shares
|
$349,258
0.37% of portfolio
|
Q2 2023
New holding
|
|
|
Gouws Capital LLC
|
Feb 06, 2025 Q4 2024 |
1,500
shares
|
$348,330
0.25% of portfolio
|
Q1 2024
Reduced 4.46%
|
|
|
Highlander Partners, L.P.
|
Feb 06, 2025 Q4 2024 |
1,500
shares
|
$348,330
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Colrain Capital LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
1,500
shares
|
$348,330
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
1,500
shares
|
$348,330
0.25% of portfolio
|
Q3 2024
Reduced 13.94%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
1,498
shares
|
$347,865
0.18% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
1,496
shares
|
$347,401
0.29% of portfolio
|
Q2 2023
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,495
shares
|
$347,168
0.11% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
1,493
shares
|
$346,704
0.3% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
1,490
shares
|
$346,007
0.24% of portfolio
|
Q4 2023
Added 7.58%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
1,489
shares
|
$345,775
0.37% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,489
shares
|
$345,775
0.02% of portfolio
|
Q4 2024
Reduced 11.0%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,489
shares
|
$345,775
0.22% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
1,488
shares
|
$345,543
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
1,484
shares
|
$344,614
0.32% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
1,481
shares
|
$343,917
0.18% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
1,481
shares
|
$343,917
0.27% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
1,480
shares
|
$343,685
0.15% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
1,476
shares
|
$342,756
0.07% of portfolio
|
Q4 2024
Reduced 69.95%
|