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 |
|---|---|---|---|---|---|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 13, 2025 Q4 2024 |
210
shares
|
$58,083
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
209
shares
|
$57,807
0.03% of portfolio
|
Q4 2023
Reduced 20.83%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
203
shares
|
$56,147
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
202
shares
|
$55,871
0.02% of portfolio
|
Q3 2024
Reduced 33.11%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
201
shares
|
$55,594
0.02% of portfolio
|
Q4 2024
Added 34.0%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$55,317
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
200
shares
|
$55,317
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
192
shares
|
$53,105
0.03% of portfolio
|
Q2 2024
Added 12.94%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
188
shares
|
$51,998
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
186
shares
|
$51,445
0.01% of portfolio
|
Q3 2022
Reduced 11.85%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
184
shares
|
$50,892
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
182
shares
|
$50,339
0.06% of portfolio
|
Q4 2024
Reduced 78.79%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
181
shares
|
$50,062
0.02% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
180
shares
|
$49,786
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
178
shares
|
$49,233
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
171
shares
|
$47,296
0.02% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
157
shares
|
$43,424
0.01% of portfolio
|
Q1 2024
Added 227.08%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
156
shares
|
$43,148
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
149
shares
|
$41,211
0.02% of portfolio
|
Q4 2024
Reduced 21.16%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
140
shares
|
$38,722
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
138
shares
|
$38,169
0.04% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
134
shares
|
$37,063
0.01% of portfolio
|
Q4 2024
Added 15.52%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
130
shares
|
$35,956
0.01% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
125
shares
|
$34,573
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
123
shares
|
$34,020
0.02% of portfolio
|
Q4 2024
Added 0.82%
|