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 $473 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
6,245
shares
|
$1.52 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
6,243
shares
|
$1.52 Million
0.67% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,233
shares
|
$1.52 Million
0.35% of portfolio
|
Q2 2022
Added 16.27%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
6,228
shares
|
$1.51 Million
0.77% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
6,227
shares
|
$1.51 Million
0.91% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
6,224
shares
|
$1.51 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
6,214
shares
|
$1.51 Million
0.71% of portfolio
|
Q3 2024
Added 22.08%
|
|
|
Mcdaniel Terry & CO
|
Oct 23, 2024 Q3 2024 |
6,209
shares
|
$1.51 Million
0.11% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
6,195
shares
|
$1.51 Million
0.44% of portfolio
|
Q1 2023
Reduced 11.68%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,171
shares
|
$1.5 Million
0.27% of portfolio
|
Q2 2022
Reduced 11.97%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
6,161
shares
|
$1.5 Million
0.3% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
6,158
shares
|
$1.5 Million
0.55% of portfolio
|
Q1 2023
Reduced 12.54%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
6,132
shares
|
$1.49 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
6,126
shares
|
$1.49 Million
0.72% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
6,125
shares
|
$1.49 Million
0.13% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
6,101
shares
|
$1.48 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Bcm Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
6,099
shares
|
$1.48 Million
0.29% of portfolio
|
Q3 2024
Added 382.13%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,099
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 77.14%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
6,091
shares
|
$1.48 Million
0.34% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
6,089
shares
|
$1.48 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
6,075
shares
|
$1.48 Million
0.03% of portfolio
|
Q1 2020
Added 10.45%
|
|
|
Bay Rivers Group
|
Oct 25, 2024 Q3 2024 |
6,072
shares
|
$1.48 Million
0.64% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
6,042
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
6,032
shares
|
$1.47 Million
0.86% of portfolio
|
Q3 2024
Reduced 14.69%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
6,024
shares
|
$1.46 Million
0.2% of portfolio
|
Q3 2024
Added 3.72%
|