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 |
|---|---|---|---|---|---|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
7,550
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2024
Reduced 51.67%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
7,539
shares
|
$1.82 Million
0.21% of portfolio
|
Q3 2024
Added 21.81%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
7,515
shares
|
$1.81 Million
0.39% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
7,478
shares
|
$1.8 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
7,475
shares
|
$1.8 Million
1.6% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
7,459
shares
|
$1.8 Million
0.85% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
7,457
shares
|
$1.8 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
7,445
shares
|
$1.8 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
7,427
shares
|
$1.79 Million
0.61% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
7,425
shares
|
$1.79 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
7,420
shares
|
$1.79 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
7,412
shares
|
$1.79 Million
0.21% of portfolio
|
Q3 2024
Added 52.89%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 31, 2024 Q3 2024 |
7,372
shares
|
$1.78 Million
0.49% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
7,371
shares
|
$1.78 Million
0.56% of portfolio
|
Q2 2024
Reduced 5.33%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
7,357
shares
|
$1.77 Million
0.28% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
7,355
shares
|
$1.77 Million
0.24% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
7,355
shares
|
$1.77 Million
0.3% of portfolio
|
Q3 2024
Added 18.32%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,354
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
7,351
shares
|
$1.77 Million
0.21% of portfolio
|
Q3 2024
Reduced 19.81%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
7,341
shares
|
$1.77 Million
0.52% of portfolio
|
Q1 2023
Reduced 4.35%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,340
shares
|
$1.77 Million
0.77% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
7,339
shares
|
$1.77 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
7,333
shares
|
$1.77 Million
0.57% of portfolio
|
Q3 2024
Added 31.84%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
7,314
shares
|
$1.76 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
7,289
shares
|
$1.76 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.24%
|