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 |
|---|---|---|---|---|---|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
10,732
shares
|
$2.61 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Oct 24, 2024 Q3 2024 |
10,718
shares
|
$2.61 Million
1.42% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
10,710
shares
|
$2.61 Million
1.49% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
10,710
shares
|
$2.61 Million
0.72% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
10,703
shares
|
$2.6 Million
0.37% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
10,699
shares
|
$2.6 Million
0.28% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,699
shares
|
$2.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 33.41%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
10,698
shares
|
$2.6 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Nov 14, 2024 Q3 2024 |
10,680
shares
|
$2.6 Million
0.83% of portfolio
|
Q3 2024
Added 20.61%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 22, 2024 Q3 2024 |
10,679
shares
|
$2.6 Million
1.71% of portfolio
|
Q3 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,655
shares
|
$2.59 Million
0.27% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
10,645
shares
|
$2.59 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
10,634
shares
|
$2.59 Million
0.8% of portfolio
|
Q3 2024
Reduced 27.15%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
10,628
shares
|
$2.59 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
10,610
shares
|
$2.58 Million
0.82% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
10,603
shares
|
$2.58 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
10,581
shares
|
$2.57 Million
1.79% of portfolio
|
Q3 2024
Reduced 15.28%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
10,570
shares
|
$2.57 Million
0.99% of portfolio
|
Q4 2023
Added 1.05%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
10,568
shares
|
$2.57 Million
0.57% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
10,548
shares
|
$2.57 Million
1.59% of portfolio
|
Q3 2024
Added 78.99%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
10,542
shares
|
$2.56 Million
0.5% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
10,532
shares
|
$2.56 Million
0.26% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
10,529
shares
|
$2.56 Million
0.87% of portfolio
|
Q3 2024
Added 10.48%
|
|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
10,527
shares
|
$2.56 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
10,522
shares
|
$2.56 Million
0.88% of portfolio
|
Q3 2024
Reduced 1.5%
|