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 |
|---|---|---|---|---|---|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
5,828
shares
|
$1.42 Million
0.53% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
5,828
shares
|
$1.42 Million
0.92% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,826
shares
|
$1.42 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
5,812
shares
|
$1.41 Million
0.27% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Oct 28, 2024 Q3 2024 |
5,805
shares
|
$1.41 Million
0.55% of portfolio
|
Q2 2024
Added 102.97%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
5,791
shares
|
$1.41 Million
0.71% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
5,780
shares
|
$1.41 Million
0.43% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
5,776
shares
|
$1.4 Million
0.37% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
5,764
shares
|
$1.4 Million
0.65% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
5,761
shares
|
$1.4 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,748
shares
|
$1.4 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
5,747
shares
|
$1.4 Million
1.22% of portfolio
|
Q3 2022
Reduced 4.58%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
5,737
shares
|
$1.39 Million
0.27% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
5,730
shares
|
$1.39 Million
0.89% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
5,719
shares
|
$1.39 Million
0.2% of portfolio
|
Q2 2024
Reduced 8.76%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 29, 2024 Q3 2024 |
5,712
shares
|
$1.39 Million
0.74% of portfolio
|
Q3 2024
Reduced 39.03%
|
|
|
Legal Advantage Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
5,703
shares
|
$1.39 Million
0.69% of portfolio
|
Q4 2023
Reduced 1.98%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
5,701
shares
|
$1.39 Million
0.45% of portfolio
|
Q3 2024
Added 48.12%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
5,700
shares
|
$1.39 Million
0.28% of portfolio
|
Q3 2024
Added 40.74%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
5,696
shares
|
$1.38 Million
0.32% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
5,694
shares
|
$1.38 Million
0.93% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
5,686
shares
|
$1.38 Million
0.47% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
5,671
shares
|
$1.38 Million
1.03% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,658
shares
|
$1.38 Million
0.39% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
5,655
shares
|
$1.37 Million
0.22% of portfolio
|
Q3 2024
Added 1.2%
|