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 |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
10,520
shares
|
$2.56 Million
0.41% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Pensionfund Sabic
|
Oct 09, 2024 Q3 2024 |
10,500
shares
|
$2.55 Million
0.69% of portfolio
|
Q3 2024
Added 75.0%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
10,498
shares
|
$2.55 Million
1.02% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
10,474
shares
|
$2.55 Million
1.43% of portfolio
|
Q3 2024
Reduced 13.35%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Oct 16, 2024 Q3 2024 |
10,464
shares
|
$2.55 Million
1.29% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
10,454
shares
|
$2.54 Million
0.43% of portfolio
|
Q4 2023
Added 5.09%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
10,452
shares
|
$2.54 Million
0.65% of portfolio
|
Q2 2024
Added 18.8%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
10,445
shares
|
$2.54 Million
1.0% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Oct 15, 2024 Q3 2024 |
10,435
shares
|
$2.54 Million
1.71% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
10,417
shares
|
$2.53 Million
1.22% of portfolio
|
Q2 2023
Reduced 4.95%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
10,408
shares
|
$2.53 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Kidder Stephen W
|
Nov 12, 2024 Q3 2024 |
10,407
shares
|
$2.53 Million
0.66% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
10,405
shares
|
$2.53 Million
0.15% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
Nov 13, 2024 Q3 2024 |
10,400
shares
|
$2.53 Million
1.5% of portfolio
|
Q4 2022
New holding
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
10,393
shares
|
$2.53 Million
1.58% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
10,389
shares
|
$2.53 Million
0.87% of portfolio
|
Q3 2024
Added 40.24%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
10,388
shares
|
$2.53 Million
0.27% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
10,375
shares
|
$2.52 Million
1.3% of portfolio
|
Q3 2024
Reduced 17.98%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
10,345
shares
|
$2.52 Million
1.41% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
10,338
shares
|
$2.52 Million
1.42% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
10,319
shares
|
$2.51 Million
0.24% of portfolio
|
Q3 2024
Added 131.94%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
10,317
shares
|
$2.51 Million
1.27% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
10,310
shares
|
$2.51 Million
1.31% of portfolio
|
Q3 2022
Added 24.07%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10,307
shares
|
$2.51 Million
0.67% of portfolio
|
Q1 2023
Reduced 14.2%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,268
shares
|
$2.5 Million
1.26% of portfolio
|
Q2 2024
Added 0.87%
|