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 $471 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
9,323
shares
|
$2.25 Million
2.86% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
9,312
shares
|
$2.25 Million
0.4% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
9,309
shares
|
$2.25 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
9,283
shares
|
$2.24 Million
0.97% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
9,276
shares
|
$2.24 Million
0.58% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
9,267
shares
|
$2.24 Million
0.26% of portfolio
|
Q3 2022
Reduced 16.9%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
9,261
shares
|
$2.23 Million
0.41% of portfolio
|
Q3 2024
Added 20.01%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
9,260
shares
|
$2.23 Million
1.74% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
9,257
shares
|
$2.23 Million
0.95% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
9,242
shares
|
$2.23 Million
0.64% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
9,219
shares
|
$2.22 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
9,207
shares
|
$2.22 Million
0.8% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
9,205
shares
|
$2.22 Million
1.15% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
9,204
shares
|
$2.22 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Granger Management LLC
|
Nov 13, 2024 Q3 2024 |
9,159
shares
|
$2.21 Million
0.39% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
9,145
shares
|
$2.21 Million
1.12% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
9,136
shares
|
$2.2 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
9,130
shares
|
$2.2 Million
0.77% of portfolio
|
Q3 2024
Added 22.5%
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,129
shares
|
$2.2 Million
0.24% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
9,129
shares
|
$2.2 Million
0.67% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
9,115
shares
|
$2.2 Million
0.11% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
9,108
shares
|
$2.2 Million
0.02% of portfolio
|
Q3 2024
Added 16.95%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
9,108
shares
|
$2.2 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
9,106
shares
|
$2.2 Million
0.35% of portfolio
|
Q3 2024
Added 18.17%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
9,060
shares
|
$2.19 Million
0.24% of portfolio
|
Q3 2023
Reduced 5.59%
|