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 5,044 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 $531 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Tabr Capital Management, LLC
Orange, CA |
Jan 21, 2025 Q4 2024 |
1,070
shares
|
$282,736
0.22% of portfolio
|
Q4 2024
New holding
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,068
shares
|
$282,208
0.16% of portfolio
|
Q1 2024
New holding
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
1,068
shares
|
$282,208
0.07% of portfolio
|
Q4 2024
Added 3.79%
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
1,065
shares
|
$281,415
0.1% of portfolio
|
Q4 2024
Added 0.57%
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
1,065
shares
|
$281,415
0.13% of portfolio
|
Q2 2024
New holding
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Feb 11, 2025 Q4 2024 |
1,065
shares
|
$281,415
0.2% of portfolio
|
Q1 2024
New holding
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
1,065
shares
|
$281,415
0.13% of portfolio
|
Q4 2024
New holding
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
1,064
shares
|
$281,151
0.06% of portfolio
|
Q1 2024
New holding
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
1,064
shares
|
$281,151
0.14% of portfolio
|
Q4 2024
Added 0.57%
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
1,063
shares
|
$280,887
0.13% of portfolio
|
Q3 2024
Added 0.95%
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
1,062
shares
|
$280,622
0.24% of portfolio
|
Q4 2024
Reduced 99.58%
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
1,059
shares
|
$279,830
0.15% of portfolio
|
Q3 2024
Added 2.82%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
1,056
shares
|
$279,037
0.05% of portfolio
|
Q4 2024
New holding
|
|
East Coast Asset Management, Llc.
Essex, MA |
Feb 14, 2025 Q4 2024 |
1,056
shares
|
$279,037
0.1% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
1,053
shares
|
$278,244
0.13% of portfolio
|
Q4 2024
Reduced 12.69%
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Feb 14, 2025 Q4 2024 |
1,053
shares
|
$278,244
0.01% of portfolio
|
Q1 2024
New holding
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
1,050
shares
|
$277,452
0.07% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
1,050
shares
|
$277,452
0.14% of portfolio
|
Q4 2024
New holding
|
|
Dash Acquisitions Inc.
|
Feb 03, 2025 Q4 2024 |
1,047
shares
|
$276,659
0.06% of portfolio
|
Q4 2024
New holding
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
1,045
shares
|
$276,130
0.04% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
1,044
shares
|
$275,866
0.08% of portfolio
|
Q2 2024
New holding
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
1,043
shares
|
$275,602
0.22% of portfolio
|
Q4 2024
New holding
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
1,042
shares
|
$275,338
0.05% of portfolio
|
Q4 2024
Reduced 32.43%
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
1,041
shares
|
$275,073
0.05% of portfolio
|
Q4 2024
New holding
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
1,041
shares
|
$275,073
0.06% of portfolio
|
Q2 2024
New holding
|