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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
8,483
shares
|
$2.05 Million
0.4% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
8,478
shares
|
$2.04 Million
0.33% of portfolio
|
Q3 2024
Added 31.48%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
8,475
shares
|
$2.04 Million
0.82% of portfolio
|
Q3 2024
Added 8.67%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
8,466
shares
|
$2.04 Million
0.07% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
8,464
shares
|
$2.04 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.92%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
8,452
shares
|
$2.04 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 03, 2024 Q3 2024 |
8,442
shares
|
$2.04 Million
1.53% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
8,423
shares
|
$2.03 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
8,418
shares
|
$2.03 Million
1.17% of portfolio
|
Q3 2024
Added 20.45%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Nov 01, 2024 Q3 2024 |
8,400
shares
|
$2.03 Million
0.46% of portfolio
|
Q2 2024
New holding
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
8,394
shares
|
$2.02 Million
0.95% of portfolio
|
Q3 2022
Reduced 87.39%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
8,391
shares
|
$2.02 Million
0.7% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
8,385
shares
|
$2.02 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
8,365
shares
|
$2.02 Million
0.17% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
8,353
shares
|
$2.01 Million
0.82% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
8,350
shares
|
$2.01 Million
0.53% of portfolio
|
Q3 2024
Added 19.56%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
8,337
shares
|
$2.01 Million
0.17% of portfolio
|
Q3 2024
Reduced 28.22%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
8,334
shares
|
$2.01 Million
0.71% of portfolio
|
Q3 2024
Added 70.6%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
8,332
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,310
shares
|
$2 Million
0.41% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Caldwell Investment Management Ltd.
|
Nov 07, 2024 Q3 2024 |
8,300
shares
|
$2 Million
1.31% of portfolio
|
Q1 2024
Reduced 27.57%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
8,276
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Added 20.26%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
8,265
shares
|
$1.99 Million
0.76% of portfolio
|
Q2 2022
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,248
shares
|
$1.99 Million
0.13% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,246
shares
|
$1.99 Million
0.45% of portfolio
|
Q3 2024
Added 12.31%
|