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 4,679 institutions that hold shares in the stock, with a total of 1.95 Billion shares, which have been reported (via 13F filing form) to have a value of $515 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
105
shares
|
$27,808
0.01% of portfolio
|
Q3 2024
Reduced 60.08%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
102
shares
|
$27,013
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
102
shares
|
$27,013
0.01% of portfolio
|
Q3 2024
Added 117.02%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
100
shares
|
$26,483
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
100
shares
|
$26,483
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
98
shares
|
$25,954
0.03% of portfolio
|
Q3 2023
Added 1.03%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
93
shares
|
$24,630
0.01% of portfolio
|
Q3 2023
Reduced 87.58%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
90
shares
|
$23,835
0.01% of portfolio
|
Q3 2024
Reduced 88.61%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
86
shares
|
$22,776
0.0% of portfolio
|
Q2 2024
Reduced 49.11%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
80
shares
|
$21,187
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
66
shares
|
$17,479
1.24% of portfolio
|
Q3 2024
Added 106.25%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
65
shares
|
$17,214
0.01% of portfolio
|
Q3 2024
Added 124.14%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
50
shares
|
$13,241
0.01% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
50
shares
|
$13,241
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
45
shares
|
$11,917
0.02% of portfolio
|
Q3 2024
Reduced 75.68%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
41
shares
|
$10,858
0.91% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
39
shares
|
$10,328
0.02% of portfolio
|
Q3 2024
Reduced 64.55%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
38
shares
|
$10,063
0.0% of portfolio
|
Q2 2024
Reduced 44.12%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
35
shares
|
$9,269
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
31
shares
|
$8,210
0.0% of portfolio
|
Q2 2024
Reduced 91.41%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
30
shares
|
$7,945
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
30
shares
|
$7,945
0.01% of portfolio
|
Q3 2024
Reduced 81.82%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
27
shares
|
$7,150
0.0% of portfolio
|
Q2 2024
Reduced 44.9%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
26
shares
|
$6,885
0.0% of portfolio
|
Q1 2024
Reduced 99.66%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
25
shares
|
$6,620
0.0% of portfolio
|
Q3 2024
New holding
|