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 |
|---|---|---|---|---|---|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
6,393
shares
|
$1.55 Million
0.08% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
6,388
shares
|
$1.55 Million
0.32% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
6,387
shares
|
$1.55 Million
0.76% of portfolio
|
Q3 2024
Added 112.9%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
6,387
shares
|
$1.55 Million
2.31% of portfolio
|
Q3 2024
Reduced 46.62%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
6,387
shares
|
$1.55 Million
0.28% of portfolio
|
Q3 2024
Added 70.68%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
6,369
shares
|
$1.55 Million
0.3% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
6,357
shares
|
$1.55 Million
1.17% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
6,351
shares
|
$1.54 Million
1.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
6,347
shares
|
$1.54 Million
0.16% of portfolio
|
Q3 2024
Added 422.82%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
6,338
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2024
Reduced 51.88%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
6,323
shares
|
$1.54 Million
1.29% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
6,317
shares
|
$1.54 Million
0.32% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
6,311
shares
|
$1.53 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
6,310
shares
|
$1.53 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
6,295
shares
|
$1.53 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
6,293
shares
|
$1.53 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,281
shares
|
$1.53 Million
0.47% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
6,281
shares
|
$1.53 Million
0.19% of portfolio
|
Q3 2024
Reduced 16.05%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
6,277
shares
|
$1.53 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
6,270
shares
|
$1.52 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
6,267
shares
|
$1.52 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,266
shares
|
$1.52 Million
0.07% of portfolio
|
Q3 2024
Added 17.23%
|
|
|
Profit Investment Management, LLC
|
Oct 09, 2024 Q3 2024 |
6,264
shares
|
$1.52 Million
1.03% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Nov 14, 2024 Q3 2024 |
6,251
shares
|
$1.52 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
6,247
shares
|
$1.52 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.8%
|