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 4,856 institutions that hold shares in the stock, with a total of 1.97 Billion shares, which have been reported (via 13F filing form) to have a value of $533 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
180
shares
|
$48,787
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
171
shares
|
$46,347
0.02% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
157
shares
|
$42,553
0.01% of portfolio
|
Q1 2024
Added 227.08%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
157
shares
|
$42,553
0.01% of portfolio
|
Q2 2024
Reduced 74.76%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
149
shares
|
$40,384
0.02% of portfolio
|
Q4 2024
Reduced 21.16%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
138
shares
|
$37,403
0.04% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
134
shares
|
$36,319
0.01% of portfolio
|
Q4 2024
Added 15.52%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
130
shares
|
$35,235
0.01% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
128
shares
|
$34,693
0.02% of portfolio
|
Q3 2024
Added 146.15%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
125
shares
|
$33,880
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
122
shares
|
$33,066
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
120
shares
|
$32,524
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
115
shares
|
$31,169
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
102
shares
|
$27,646
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
102
shares
|
$27,646
0.01% of portfolio
|
Q3 2024
Added 117.02%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
100
shares
|
$27,104
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
98
shares
|
$26,561
0.03% of portfolio
|
Q3 2023
Added 1.03%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
93
shares
|
$25,206
0.01% of portfolio
|
Q3 2023
Reduced 87.58%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
90
shares
|
$24,393
0.01% of portfolio
|
Q3 2024
Reduced 88.61%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
86
shares
|
$23,309
0.0% of portfolio
|
Q2 2024
Reduced 49.11%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
80
shares
|
$21,683
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
75
shares
|
$20,328
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
74
shares
|
$20,056
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
65
shares
|
$17,617
0.01% of portfolio
|
Q3 2024
Added 124.14%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
64
shares
|
$17,346
0.0% of portfolio
|
Q4 2024
New holding
|