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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,023
shares
|
$1.46 Million
0.46% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
6,007
shares
|
$1.46 Million
0.38% of portfolio
|
Q3 2024
Added 9.92%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
5,994
shares
|
$1.46 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
5,961
shares
|
$1.45 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
5,960
shares
|
$1.45 Million
0.86% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
5,959
shares
|
$1.45 Million
0.88% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
5,958
shares
|
$1.45 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
5,956
shares
|
$1.45 Million
0.39% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
5,950
shares
|
$1.45 Million
0.71% of portfolio
|
Q2 2023
Added 4.85%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
5,949
shares
|
$1.45 Million
0.2% of portfolio
|
Q3 2024
Added 20.4%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,941
shares
|
$1.44 Million
0.29% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
5,934
shares
|
$1.44 Million
0.73% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
5,920
shares
|
$1.44 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
5,917
shares
|
$1.44 Million
1.13% of portfolio
|
Q3 2023
Reduced 2.92%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
5,897
shares
|
$1.43 Million
0.18% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
5,891
shares
|
$1.43 Million
0.21% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
5,885
shares
|
$1.43 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
5,885
shares
|
$1.43 Million
0.14% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
5,875
shares
|
$1.43 Million
0.82% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
5,864
shares
|
$1.43 Million
0.63% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5,861
shares
|
$1.43 Million
0.5% of portfolio
|
Q2 2022
Reduced 43.0%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
5,860
shares
|
$1.42 Million
0.49% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
5,854
shares
|
$1.42 Million
0.43% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
5,851
shares
|
$1.42 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
5,829
shares
|
$1.42 Million
0.25% of portfolio
|
Q3 2024
Added 2.25%
|