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 4,617 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 $475 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
11,007
shares
|
$2.68 Million
0.68% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
10,987
shares
|
$2.67 Million
1.09% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Legato Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
10,985
shares
|
$2.67 Million
0.3% of portfolio
|
Q3 2024
Reduced 25.37%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
10,946
shares
|
$2.66 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
10,924
shares
|
$2.66 Million
0.65% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jan 02, 2025 Q4 2024 |
10,910
shares
|
$2.65 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
10,902
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
10,880
shares
|
$2.65 Million
1.19% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
10,873
shares
|
$2.65 Million
1.07% of portfolio
|
Q3 2024
Reduced 31.07%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
10,861
shares
|
$2.64 Million
0.83% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
10,858
shares
|
$2.64 Million
1.3% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
10,851
shares
|
$2.64 Million
1.42% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
10,826
shares
|
$2.63 Million
1.04% of portfolio
|
Q3 2024
Reduced 13.98%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
10,787
shares
|
$2.62 Million
0.09% of portfolio
|
Q3 2024
Added 9.84%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
10,786
shares
|
$2.62 Million
0.78% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
10,761
shares
|
$2.62 Million
1.98% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
10,759
shares
|
$2.62 Million
1.49% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
10,753
shares
|
$2.62 Million
2.05% of portfolio
|
Q3 2024
Reduced 32.78%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
10,753
shares
|
$2.62 Million
1.49% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
10,750
shares
|
$2.62 Million
1.24% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
10,747
shares
|
$2.61 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
10,734
shares
|
$2.61 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
10,734
shares
|
$2.61 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
10,734
shares
|
$2.61 Million
0.71% of portfolio
|
Q3 2024
Added 19.69%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
10,732
shares
|
$2.61 Million
1.15% of portfolio
|
Q3 2024
Added 96.85%
|