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 |
|---|---|---|---|---|---|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
7,695
shares
|
$1.86 Million
0.71% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
7,694
shares
|
$1.86 Million
0.18% of portfolio
|
Q3 2024
Added 34.37%
|
|
|
Commons Capital, LLC
Needham, MA |
Oct 23, 2024 Q3 2024 |
7,693
shares
|
$1.86 Million
1.79% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
7,690
shares
|
$1.85 Million
1.44% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
7,680
shares
|
$1.85 Million
0.51% of portfolio
|
Q1 2024
Reduced 15.84%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
7,674
shares
|
$1.85 Million
0.17% of portfolio
|
Q3 2024
Reduced 41.72%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 02, 2024 Q3 2024 |
7,672
shares
|
$1.85 Million
1.0% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
7,663
shares
|
$1.85 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
7,655
shares
|
$1.85 Million
0.39% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
7,648
shares
|
$1.84 Million
0.62% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
7,641
shares
|
$1.84 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
7,640
shares
|
$1.84 Million
0.28% of portfolio
|
Q2 2024
Reduced 5.85%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
7,635
shares
|
$1.84 Million
0.67% of portfolio
|
Q3 2022
Added 5.09%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
7,615
shares
|
$1.84 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
7,613
shares
|
$1.84 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 22, 2024 Q3 2024 |
7,611
shares
|
$1.84 Million
0.86% of portfolio
|
Q1 2024
Reduced 1.58%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
7,603
shares
|
$1.83 Million
0.21% of portfolio
|
Q4 2022
Reduced 11.53%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
7,603
shares
|
$1.83 Million
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Freemont Management S.A.
|
Nov 05, 2024 Q3 2024 |
7,600
shares
|
$1.83 Million
0.84% of portfolio
|
Q2 2024
Reduced 83.15%
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
7,600
shares
|
$1.83 Million
1.8% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
7,581
shares
|
$1.83 Million
0.92% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
7,570
shares
|
$1.83 Million
0.27% of portfolio
|
Q3 2024
Added 21.68%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
7,566
shares
|
$1.82 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
7,564
shares
|
$1.82 Million
0.08% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
7,561
shares
|
$1.82 Million
0.46% of portfolio
|
Q3 2024
Reduced 16.61%
|