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 |
|---|---|---|---|---|---|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
346
shares
|
$95,700
0.04% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
327
shares
|
$90,444
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
325
shares
|
$89,891
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
313
shares
|
$86,572
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
311
shares
|
$86,019
0.03% of portfolio
|
Q4 2024
Reduced 87.06%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
300
shares
|
$82,976
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
300
shares
|
$82,976
0.13% of portfolio
|
Q4 2024
Reduced 63.64%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
298
shares
|
$82,423
0.03% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
297
shares
|
$82,147
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
290
shares
|
$80,211
0.04% of portfolio
|
Q2 2022
Reduced 47.75%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Jan 30, 2025 Q4 2024 |
280
shares
|
$77,445
0.0% of portfolio
|
Q4 2024
Reduced 79.41%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
276
shares
|
$76,338
0.04% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
276
shares
|
$76,338
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
265
shares
|
$73,296
0.02% of portfolio
|
Q2 2024
Added 430.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
265
shares
|
$73,296
0.01% of portfolio
|
Q4 2024
Added 8733.33%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
260
shares
|
$71,913
0.05% of portfolio
|
Q3 2022
Added 0.78%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
259
shares
|
$71,636
0.02% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
256
shares
|
$70,807
0.04% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
250
shares
|
$69,147
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
247
shares
|
$68,317
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
242
shares
|
$66,934
0.04% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
242
shares
|
$66,934
0.04% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
234
shares
|
$64,722
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Tanaka Capital Management Inc
New York, NY |
Feb 14, 2025 Q4 2024 |
232
shares
|
$64,168
0.13% of portfolio
|
Q4 2024
Reduced 11.79%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
225
shares
|
$62,232
0.04% of portfolio
|
Q4 2024
Reduced 19.06%
|