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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
8,844
shares
|
$2.13 Million
0.93% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
8,841
shares
|
$2.13 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
8,839
shares
|
$2.13 Million
0.21% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
8,837
shares
|
$2.13 Million
0.49% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
8,836
shares
|
$2.13 Million
0.71% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Asio Capital, LLC
|
Oct 10, 2024 Q3 2024 |
8,835
shares
|
$2.13 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
8,835
shares
|
$2.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 36.97%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
8,812
shares
|
$2.13 Million
0.39% of portfolio
|
Q3 2024
Reduced 19.51%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
8,811
shares
|
$2.13 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
8,808
shares
|
$2.12 Million
0.37% of portfolio
|
Q3 2024
Added 17.38%
|
|
|
Game Creek Capital, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,800
shares
|
$2.12 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
8,798
shares
|
$2.12 Million
0.13% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
8,797
shares
|
$2.12 Million
0.17% of portfolio
|
Q3 2024
Added 13.73%
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 15, 2024 Q3 2024 |
8,790
shares
|
$2.12 Million
1.47% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
8,787
shares
|
$2.12 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
8,783
shares
|
$2.12 Million
0.98% of portfolio
|
Q3 2024
Added 12.62%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Oct 09, 2024 Q3 2024 |
8,768
shares
|
$2.11 Million
1.48% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
8,766
shares
|
$2.11 Million
0.89% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
8,759
shares
|
$2.11 Million
0.25% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
M. Kraus & CO
|
Oct 11, 2024 Q3 2024 |
8,758
shares
|
$2.11 Million
0.6% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
8,747
shares
|
$2.11 Million
1.8% of portfolio
|
Q2 2022
Added 123.88%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
8,742
shares
|
$2.11 Million
0.68% of portfolio
|
Q3 2024
Reduced 29.83%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
8,740
shares
|
$2.11 Million
1.35% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
8,739
shares
|
$2.11 Million
0.5% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
8,738
shares
|
$2.11 Million
0.74% of portfolio
|
Q3 2024
Reduced 5.04%
|