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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
6,639
shares
|
$1.61 Million
0.2% of portfolio
|
Q2 2024
Added 4.85%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
6,635
shares
|
$1.61 Million
0.79% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,621
shares
|
$1.61 Million
0.09% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
6,614
shares
|
$1.61 Million
0.52% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
6,605
shares
|
$1.61 Million
0.38% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Caz Investments LP
Houston, TX |
Nov 13, 2024 Q3 2024 |
6,600
shares
|
$1.6 Million
0.89% of portfolio
|
Q1 2023
Reduced 27.47%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
6,600
shares
|
$1.6 Million
0.47% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
6,570
shares
|
$1.6 Million
0.32% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 23, 2024 Q3 2024 |
6,551
shares
|
$1.59 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
6,546
shares
|
$1.59 Million
0.21% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
6,541
shares
|
$1.59 Million
0.66% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
6,534
shares
|
$1.59 Million
1.05% of portfolio
|
Q1 2024
New holding
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
6,495
shares
|
$1.58 Million
1.64% of portfolio
|
Q3 2023
Reduced 14.38%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
6,493
shares
|
$1.58 Million
0.46% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,492
shares
|
$1.58 Million
0.4% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
6,491
shares
|
$1.58 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
6,486
shares
|
$1.58 Million
0.29% of portfolio
|
Q3 2024
Added 30.98%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
6,481
shares
|
$1.58 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
6,476
shares
|
$1.57 Million
0.91% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
6,466
shares
|
$1.57 Million
0.3% of portfolio
|
Q3 2023
Reduced 52.31%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
6,463
shares
|
$1.57 Million
0.41% of portfolio
|
Q3 2024
Added 21.74%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
6,463
shares
|
$1.57 Million
0.5% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
6,440
shares
|
$1.57 Million
0.45% of portfolio
|
Q3 2024
Reduced 46.28%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
6,419
shares
|
$1.56 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
6,394
shares
|
$1.55 Million
0.19% of portfolio
|
Q1 2024
Reduced 1.16%
|