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 |
|---|---|---|---|---|---|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
10,062
shares
|
$2.41 Million
0.38% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
10,059
shares
|
$2.41 Million
0.53% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
10,054
shares
|
$2.41 Million
0.42% of portfolio
|
Q3 2024
Added 155.31%
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
10,053
shares
|
$2.41 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Cardinal Capital Management, Inc.
|
Oct 10, 2024 Q3 2024 |
10,040
shares
|
$2.41 Million
0.1% of portfolio
|
Q3 2024
Reduced 93.9%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
10,029
shares
|
$2.4 Million
0.8% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
10,029
shares
|
$2.4 Million
0.92% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
United Fire Group Inc
Cedar Rapids, IA |
Feb 13, 2024 Q4 2023 |
10,000
shares
|
$2.4 Million
3.09% of portfolio
|
Q3 2023
Reduced 56.52%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$2.4 Million
1.9% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
9,984
shares
|
$2.39 Million
0.45% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
9,982
shares
|
$2.39 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
9,970
shares
|
$2.39 Million
0.7% of portfolio
|
Q3 2024
Added 32.92%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
9,937
shares
|
$2.38 Million
0.94% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
9,916
shares
|
$2.38 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
9,912
shares
|
$2.38 Million
0.55% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
9,894
shares
|
$2.37 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Trust Investment Advisors
|
Nov 12, 2024 Q3 2024 |
9,892
shares
|
$2.37 Million
1.37% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
9,881
shares
|
$2.37 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
9,869
shares
|
$2.37 Million
0.22% of portfolio
|
Q3 2024
Reduced 38.1%
|
|
|
Ruffer LLP
|
Nov 08, 2024 Q3 2024 |
9,850
shares
|
$2.36 Million
0.07% of portfolio
|
Q3 2024
Reduced 51.39%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
9,846
shares
|
$2.36 Million
0.32% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
9,811
shares
|
$2.35 Million
1.62% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
9,805
shares
|
$2.35 Million
0.92% of portfolio
|
Q3 2024
Added 228.59%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
9,777
shares
|
$2.34 Million
1.68% of portfolio
|
Q3 2024
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
9,768
shares
|
$2.34 Million
1.25% of portfolio
|
Q3 2024
Added 4.52%
|