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 |
|---|---|---|---|---|---|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
7,277
shares
|
$1.76 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
7,276
shares
|
$1.76 Million
0.81% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
7,271
shares
|
$1.75 Million
1.59% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
7,259
shares
|
$1.75 Million
0.32% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
7,257
shares
|
$1.75 Million
0.51% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
7,255
shares
|
$1.75 Million
0.36% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
7,252
shares
|
$1.75 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 29, 2024 Q3 2024 |
7,241
shares
|
$1.75 Million
0.12% of portfolio
|
Q3 2024
Reduced 25.34%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
7,228
shares
|
$1.74 Million
1.55% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,226
shares
|
$1.74 Million
1.09% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
7,226
shares
|
$1.74 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
7,215
shares
|
$1.74 Million
0.46% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
7,187
shares
|
$1.73 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
7,187
shares
|
$1.73 Million
1.25% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7,185
shares
|
$1.73 Million
0.67% of portfolio
|
Q1 2024
Added 14.25%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
7,177
shares
|
$1.73 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
7,177
shares
|
$1.73 Million
0.78% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
7,172
shares
|
$1.73 Million
0.55% of portfolio
|
Q3 2024
Reduced 45.62%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
7,159
shares
|
$1.73 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
7,153
shares
|
$1.73 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
7,152
shares
|
$1.73 Million
0.1% of portfolio
|
Q2 2023
Added 3.14%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
7,152
shares
|
$1.73 Million
0.1% of portfolio
|
Q2 2023
Added 3.14%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
7,151
shares
|
$1.72 Million
1.01% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
7,138
shares
|
$1.72 Million
0.34% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,122
shares
|
$1.72 Million
0.71% of portfolio
|
Q3 2024
Added 0.56%
|