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 4,619 institutions that hold shares in the stock, with a total of 1.95 Billion shares, which have been reported (via 13F filing form) to have a value of $473 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
26,812
shares
|
$6.52 Million
3.48% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
26,807
shares
|
$6.52 Million
1.85% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
26,786
shares
|
$6.51 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
26,762
shares
|
$6.51 Million
1.42% of portfolio
|
Q3 2024
New holding
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
26,699
shares
|
$6.49 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
26,673
shares
|
$6.49 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
26,662
shares
|
$6.48 Million
2.09% of portfolio
|
Q4 2024
Added 0.73%
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
26,630
shares
|
$6.47 Million
0.54% of portfolio
|
Q3 2024
Added 0.45%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26,604
shares
|
$6.47 Million
0.87% of portfolio
|
Q2 2022
Reduced 29.23%
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
26,592
shares
|
$6.47 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
26,563
shares
|
$6.46 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
26,544
shares
|
$6.45 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
26,500
shares
|
$6.44 Million
1.67% of portfolio
|
Q4 2024
Added 152.38%
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
26,464
shares
|
$6.43 Million
1.06% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
26,448
shares
|
$6.43 Million
0.34% of portfolio
|
Q3 2024
Added 8.75%
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
26,392
shares
|
$6.42 Million
0.92% of portfolio
|
Q3 2024
Added 2292.75%
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
26,315
shares
|
$6.4 Million
1.84% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
26,302
shares
|
$6.39 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
26,233
shares
|
$6.38 Million
1.67% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
Am Investment Strategies LLC
|
Oct 29, 2024 Q3 2024 |
26,188
shares
|
$6.37 Million
1.36% of portfolio
|
Q3 2024
Added 0.08%
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
26,183
shares
|
$6.37 Million
1.05% of portfolio
|
Q2 2022
Reduced 0.38%
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
26,153
shares
|
$6.36 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
26,132
shares
|
$6.35 Million
3.79% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
26,116
shares
|
$6.35 Million
1.95% of portfolio
|
Q3 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
26,059
shares
|
$6.34 Million
0.33% of portfolio
|
Q3 2024
Reduced 5.97%
|