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 $475 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
6,880
shares
|
$1.67 Million
1.05% of portfolio
|
Q3 2024
Added 89.64%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
6,866
shares
|
$1.67 Million
0.3% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
6,844
shares
|
$1.66 Million
0.09% of portfolio
|
Q3 2024
Added 22.17%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
6,837
shares
|
$1.66 Million
0.39% of portfolio
|
Q3 2024
Reduced 43.17%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,833
shares
|
$1.66 Million
2.15% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
6,824
shares
|
$1.66 Million
0.57% of portfolio
|
Q4 2022
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
6,805
shares
|
$1.65 Million
0.44% of portfolio
|
Q2 2024
Added 26.91%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
6,804
shares
|
$1.65 Million
0.81% of portfolio
|
Q1 2024
Added 4.81%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Nov 14, 2024 Q3 2024 |
6,800
shares
|
$1.65 Million
0.49% of portfolio
|
Q3 2019
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
6,787
shares
|
$1.65 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
6,777
shares
|
$1.65 Million
0.41% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
6,769
shares
|
$1.65 Million
0.38% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Northside Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
6,750
shares
|
$1.64 Million
0.22% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Oct 15, 2024 Q3 2024 |
6,750
shares
|
$1.64 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Nov 01, 2024 Q3 2024 |
6,745
shares
|
$1.64 Million
1.25% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
6,740
shares
|
$1.64 Million
0.73% of portfolio
|
Q3 2023
Reduced 4.91%
|
|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
6,727
shares
|
$1.64 Million
1.04% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
6,725
shares
|
$1.64 Million
1.17% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Salzhauer Michael
|
Nov 07, 2024 Q3 2024 |
6,720
shares
|
$1.63 Million
0.68% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
6,717
shares
|
$1.63 Million
0.67% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,702
shares
|
$1.63 Million
0.12% of portfolio
|
Q3 2024
Added 46.97%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
6,669
shares
|
$1.62 Million
0.07% of portfolio
|
Q3 2024
Added 75.59%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
6,663
shares
|
$1.62 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
6,658
shares
|
$1.62 Million
0.51% of portfolio
|
Q3 2024
Reduced 53.9%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
6,640
shares
|
$1.61 Million
0.54% of portfolio
|
Q3 2024
Added 3.17%
|