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 4,616 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 $468 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2024 Q3 2024 |
10,258
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2024
Added 324.59%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
10,251
shares
|
$2.46 Million
1.44% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
10,228
shares
|
$2.45 Million
0.8% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,225
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2024
Added 107.49%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 09, 2024 Q3 2024 |
10,204
shares
|
$2.45 Million
0.63% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
10,193
shares
|
$2.44 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
10,185
shares
|
$2.44 Million
0.22% of portfolio
|
Q3 2024
Reduced 27.97%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
10,180
shares
|
$2.44 Million
0.49% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 06, 2024 Q3 2024 |
10,170
shares
|
$2.44 Million
1.29% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
10,166
shares
|
$2.44 Million
0.28% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
10,157
shares
|
$2.43 Million
0.96% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
10,142
shares
|
$2.43 Million
1.5% of portfolio
|
Q3 2024
Reduced 31.53%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
10,140
shares
|
$2.43 Million
0.41% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
10,138
shares
|
$2.43 Million
1.23% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
10,136
shares
|
$2.43 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
10,133
shares
|
$2.43 Million
0.98% of portfolio
|
Q3 2024
Reduced 24.91%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
10,132
shares
|
$2.43 Million
0.52% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
10,114
shares
|
$2.42 Million
0.71% of portfolio
|
Q3 2024
Added 24.1%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
10,096
shares
|
$2.42 Million
0.65% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
10,094
shares
|
$2.42 Million
0.74% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
10,090
shares
|
$2.42 Million
1.4% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,087
shares
|
$2.42 Million
2.57% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
10,083
shares
|
$2.42 Million
0.97% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Connective Portfolio Management, LLC
|
Oct 08, 2024 Q3 2024 |
10,080
shares
|
$2.42 Million
2.48% of portfolio
|
Q3 2024
Added 11.01%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
10,078
shares
|
$2.42 Million
0.28% of portfolio
|
Q3 2024
Added 0.21%
|