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 |
|---|---|---|---|---|---|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 11, 2024 Q3 2024 |
5,496
shares
|
$1.33 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
5,487
shares
|
$1.33 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
5,486
shares
|
$1.33 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,484
shares
|
$1.33 Million
0.42% of portfolio
|
Q3 2024
Added 46.28%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
5,484
shares
|
$1.33 Million
0.16% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
5,471
shares
|
$1.33 Million
0.92% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,468
shares
|
$1.32 Million
0.23% of portfolio
|
Q3 2024
Added 12.98%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
5,462
shares
|
$1.32 Million
0.32% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
5,457
shares
|
$1.32 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
5,450
shares
|
$1.32 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
5,448
shares
|
$1.32 Million
0.83% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Foresight Global Investors, Inc.
Purchase, NY |
Nov 12, 2024 Q3 2024 |
5,445
shares
|
$1.32 Million
0.62% of portfolio
|
Q3 2024
Reduced 32.53%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
5,443
shares
|
$1.32 Million
0.3% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
5,429
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2024
Reduced 23.49%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
5,429
shares
|
$1.32 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
5,400
shares
|
$1.31 Million
0.21% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,399
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
5,398
shares
|
$1.31 Million
0.54% of portfolio
|
Q1 2024
Added 9.87%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
5,397
shares
|
$1.31 Million
0.29% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
5,395
shares
|
$1.31 Million
0.59% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
5,382
shares
|
$1.3 Million
0.42% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
5,367
shares
|
$1.3 Million
0.78% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
5,358
shares
|
$1.3 Million
0.34% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
5,349
shares
|
$1.3 Million
0.17% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
5,347
shares
|
$1.3 Million
0.36% of portfolio
|
Q3 2024
Added 4.29%
|