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 5,015 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 $555 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
725
shares
|
$200,527
0.07% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
715
shares
|
$197,761
0.01% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
713
shares
|
$197,208
0.03% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
710
shares
|
$196,378
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
704
shares
|
$194,719
0.07% of portfolio
|
Q4 2024
Added 253.77%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
703
shares
|
$194,442
0.04% of portfolio
|
Q2 2022
Added 0.14%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
700
shares
|
$193,612
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
697
shares
|
$192,783
0.13% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
678
shares
|
$187,528
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
675
shares
|
$186,698
0.08% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
661
shares
|
$182,825
0.05% of portfolio
|
Q3 2024
Added 17.41%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
659
shares
|
$182,272
0.1% of portfolio
|
Q4 2024
Added 31.27%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
657
shares
|
$181,719
0.09% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
629
shares
|
$173,975
0.14% of portfolio
|
Q3 2023
Reduced 7.36%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
623
shares
|
$172,315
0.06% of portfolio
|
Q4 2024
Reduced 17.7%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
610
shares
|
$168,719
0.04% of portfolio
|
Q4 2023
Reduced 1.93%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
605
shares
|
$167,336
0.02% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
604
shares
|
$167,060
0.13% of portfolio
|
Q3 2024
Reduced 58.37%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
603
shares
|
$166,783
0.03% of portfolio
|
Q4 2024
Added 244.57%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
600
shares
|
$165,953
0.11% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
598
shares
|
$165,400
0.06% of portfolio
|
Q4 2024
Added 219.79%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
579
shares
|
$160,145
0.03% of portfolio
|
Q2 2022
Added 60.83%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
576
shares
|
$159,315
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
574
shares
|
$158,762
0.06% of portfolio
|
Q1 2024
Reduced 92.01%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
569
shares
|
$157,379
0.05% of portfolio
|
Q1 2023
Added 23.97%
|