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 |
|---|---|---|---|---|---|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
9,060
shares
|
$2.19 Million
1.22% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
9,057
shares
|
$2.18 Million
1.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Terril Brothers, Inc.
|
Nov 04, 2024 Q3 2024 |
9,055
shares
|
$2.18 Million
0.68% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
9,032
shares
|
$2.18 Million
1.39% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Solitude Financial Services
|
Oct 30, 2024 Q3 2024 |
9,019
shares
|
$2.18 Million
0.81% of portfolio
|
Q3 2024
Added 29.6%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Aug 23, 2024 Q2 2024 |
8,985
shares
|
$2.17 Million
1.48% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
8,982
shares
|
$2.17 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
8,977
shares
|
$2.17 Million
2.06% of portfolio
|
Q3 2024
Added 194.33%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
8,971
shares
|
$2.16 Million
0.67% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
8,967
shares
|
$2.16 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
8,958
shares
|
$2.16 Million
0.22% of portfolio
|
Q3 2024
Added 15.47%
|
|
|
Citadel Investment Advisory, Inc.
|
Oct 16, 2024 Q3 2024 |
8,936
shares
|
$2.16 Million
1.02% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
8,933
shares
|
$2.15 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
8,932
shares
|
$2.15 Million
0.37% of portfolio
|
Q3 2024
Reduced 14.15%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
8,929
shares
|
$2.15 Million
0.36% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
8,913
shares
|
$2.15 Million
1.24% of portfolio
|
Q2 2024
New holding
|
|
|
Bennett Selby Investments LP
|
Oct 10, 2024 Q3 2024 |
8,907
shares
|
$2.15 Million
0.79% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
8,900
shares
|
$2.15 Million
0.91% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
8,893
shares
|
$2.15 Million
1.26% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
8,889
shares
|
$2.14 Million
1.32% of portfolio
|
Q3 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
8,888
shares
|
$2.14 Million
0.77% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
8,886
shares
|
$2.14 Million
1.16% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
8,862
shares
|
$2.14 Million
0.42% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
8,852
shares
|
$2.14 Million
0.18% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
8,852
shares
|
$2.14 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.2%
|