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 |
|---|---|---|---|---|---|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
5,346
shares
|
$1.3 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
5,338
shares
|
$1.29 Million
0.78% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
5,326
shares
|
$1.29 Million
0.43% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,324
shares
|
$1.29 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Nov 13, 2024 Q3 2024 |
5,324
shares
|
$1.29 Million
0.87% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
5,323
shares
|
$1.29 Million
0.69% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
5,310
shares
|
$1.29 Million
0.82% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
5,306
shares
|
$1.29 Million
0.43% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
5,296
shares
|
$1.28 Million
0.25% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Tributary Capital Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,292
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
5,291
shares
|
$1.28 Million
0.23% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
5,270
shares
|
$1.28 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,267
shares
|
$1.28 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Galibier Capital Management Ltd.
|
Oct 25, 2024 Q3 2024 |
5,260
shares
|
$1.27 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
5,258
shares
|
$1.27 Million
0.73% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
5,253
shares
|
$1.27 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
5,242
shares
|
$1.27 Million
0.74% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5,228
shares
|
$1.27 Million
0.1% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
5,222
shares
|
$1.27 Million
0.38% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
5,211
shares
|
$1.26 Million
0.83% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
5,206
shares
|
$1.26 Million
0.61% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
5,201
shares
|
$1.26 Million
0.09% of portfolio
|
Q3 2022
Reduced 5.18%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
5,198
shares
|
$1.26 Million
0.29% of portfolio
|
Q3 2024
Added 57.56%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
5,185
shares
|
$1.26 Million
0.69% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
5,147
shares
|
$1.25 Million
0.38% of portfolio
|
Q3 2024
Added 10.05%
|