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 |
|---|---|---|---|---|---|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
7,915
shares
|
$1.91 Million
0.53% of portfolio
|
Q3 2024
Added 57.51%
|
|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,913
shares
|
$1.91 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
7,913
shares
|
$1.91 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
7,900
shares
|
$1.91 Million
0.77% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
7,893
shares
|
$1.9 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,881
shares
|
$1.9 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,878
shares
|
$1.9 Million
0.13% of portfolio
|
Q3 2023
Reduced 32.72%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
7,866
shares
|
$1.9 Million
0.66% of portfolio
|
Q3 2024
Reduced 76.69%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
7,866
shares
|
$1.9 Million
0.55% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
7,853
shares
|
$1.89 Million
0.87% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
7,852
shares
|
$1.89 Million
0.18% of portfolio
|
Q3 2024
Added 82.31%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
7,850
shares
|
$1.89 Million
1.07% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
7,820
shares
|
$1.89 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
7,819
shares
|
$1.89 Million
1.0% of portfolio
|
Q3 2024
Added 16.46%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
7,782
shares
|
$1.88 Million
0.64% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
7,780
shares
|
$1.88 Million
0.76% of portfolio
|
Q3 2024
Reduced 75.95%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
7,777
shares
|
$1.88 Million
0.11% of portfolio
|
Q3 2023
Reduced 0.32%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
7,771
shares
|
$1.87 Million
0.18% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
7,769
shares
|
$1.87 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
7,749
shares
|
$1.87 Million
0.16% of portfolio
|
Q3 2022
Added 0.34%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
7,743
shares
|
$1.87 Million
1.54% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
7,718
shares
|
$1.86 Million
0.48% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
7,715
shares
|
$1.86 Million
0.06% of portfolio
|
Q3 2024
Added 71.37%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
7,714
shares
|
$1.86 Million
0.57% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
7,698
shares
|
$1.86 Million
0.97% of portfolio
|
Q3 2024
Added 3.45%
|