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 |
|---|---|---|---|---|---|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
8,230
shares
|
$1.99 Million
0.24% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
8,227
shares
|
$1.98 Million
1.96% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
8,224
shares
|
$1.98 Million
0.14% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
8,223
shares
|
$1.98 Million
0.84% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
8,217
shares
|
$1.98 Million
0.06% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
8,202
shares
|
$1.98 Million
1.47% of portfolio
|
Q3 2024
New holding
|
|
|
Monte Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
8,198
shares
|
$1.98 Million
0.73% of portfolio
|
Q2 2023
Reduced 19.12%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
8,164
shares
|
$1.97 Million
0.27% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
8,139
shares
|
$1.96 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
8,125
shares
|
$1.96 Million
0.57% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
8,074
shares
|
$1.95 Million
0.37% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
8,067
shares
|
$1.95 Million
0.08% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
8,065
shares
|
$1.95 Million
0.12% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
8,033
shares
|
$1.94 Million
0.52% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
8,019
shares
|
$1.93 Million
0.77% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
8,014
shares
|
$1.93 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Good Haven Capital Management, LLC
Millburn, NJ |
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$1.93 Million
0.66% of portfolio
|
Q1 2020
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
7,984
shares
|
$1.93 Million
0.96% of portfolio
|
Q2 2024
Added 6.68%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
7,981
shares
|
$1.93 Million
0.11% of portfolio
|
Q3 2024
Added 52.92%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
7,976
shares
|
$1.92 Million
1.19% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
7,952
shares
|
$1.92 Million
1.09% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
7,950
shares
|
$1.92 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
7,939
shares
|
$1.91 Million
0.57% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
7,922
shares
|
$1.91 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
7,919
shares
|
$1.91 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.28%
|