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 |
|---|---|---|---|---|---|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
5,146
shares
|
$1.25 Million
0.28% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
5,146
shares
|
$1.25 Million
0.7% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
5,145
shares
|
$1.25 Million
0.15% of portfolio
|
Q3 2024
Added 20.6%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
5,134
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2024
Added 80.71%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,121
shares
|
$1.24 Million
0.27% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 24, 2024 Q3 2024 |
5,117
shares
|
$1.24 Million
0.64% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
5,115
shares
|
$1.24 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
5,110
shares
|
$1.24 Million
0.52% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
5,104
shares
|
$1.24 Million
0.18% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 18, 2024 Q3 2024 |
5,102
shares
|
$1.24 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,099
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
5,092
shares
|
$1.23 Million
0.75% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
5,090
shares
|
$1.23 Million
0.24% of portfolio
|
Q3 2024
Added 54.81%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
5,090
shares
|
$1.23 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
5,089
shares
|
$1.23 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
5,088
shares
|
$1.23 Million
0.66% of portfolio
|
Q2 2024
Added 43.0%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
5,074
shares
|
$1.23 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
5,070
shares
|
$1.23 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
5,068
shares
|
$1.23 Million
0.45% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
5,065
shares
|
$1.23 Million
0.38% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 12, 2024 Q3 2024 |
5,061
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
5,039
shares
|
$1.22 Million
0.43% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
5,038
shares
|
$1.22 Million
0.54% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
5,036
shares
|
$1.22 Million
0.6% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
5,030
shares
|
$1.22 Million
0.32% of portfolio
|
Q2 2024
Reduced 3.86%
|