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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
8,708
shares
|
$2.1 Million
0.68% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
8,685
shares
|
$2.09 Million
1.73% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
8,681
shares
|
$2.09 Million
0.96% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
8,679
shares
|
$2.09 Million
1.5% of portfolio
|
Q2 2024
New holding
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 12, 2024 Q3 2024 |
8,670
shares
|
$2.09 Million
1.22% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
8,663
shares
|
$2.09 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2024 Q3 2024 |
8,654
shares
|
$2.09 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
8,643
shares
|
$2.08 Million
0.53% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
8,641
shares
|
$2.08 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
8,640
shares
|
$2.08 Million
0.26% of portfolio
|
Q3 2024
Reduced 10.37%
|
|
|
Ami Asset Management Corp
|
Oct 25, 2024 Q3 2024 |
8,630
shares
|
$2.08 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
8,604
shares
|
$2.08 Million
1.12% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
8,600
shares
|
$2.07 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
8,599
shares
|
$2.07 Million
0.83% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
8,573
shares
|
$2.07 Million
0.45% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
8,552
shares
|
$2.06 Million
0.34% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
8,543
shares
|
$2.06 Million
0.18% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
8,543
shares
|
$2.06 Million
0.3% of portfolio
|
Q3 2024
Added 45.51%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
8,535
shares
|
$2.06 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
8,531
shares
|
$2.06 Million
0.19% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Rezny Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
8,530
shares
|
$2.06 Million
0.46% of portfolio
|
Q3 2024
Added 259.01%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
8,526
shares
|
$2.06 Million
0.46% of portfolio
|
Q3 2023
Added 1.82%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
8,511
shares
|
$2.05 Million
0.34% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
8,500
shares
|
$2.05 Million
1.07% of portfolio
|
Q2 2022
New holding
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
8,491
shares
|
$2.05 Million
1.28% of portfolio
|
Q2 2024
Reduced 7.29%
|