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 |
|---|---|---|---|---|---|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
5,029
shares
|
$1.22 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
5,019
shares
|
$1.22 Million
0.97% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
5,009
shares
|
$1.21 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
5,005
shares
|
$1.21 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
5,005
shares
|
$1.21 Million
0.49% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Greenhaven Associates Inc
|
Oct 02, 2024 Q3 2024 |
5,000
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Jbf Capital, Inc.
Aspen, CO |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$1.21 Million
0.17% of portfolio
|
Q1 2022
Reduced 90.0%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
4,996
shares
|
$1.21 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
4,992
shares
|
$1.21 Million
0.38% of portfolio
|
Q3 2024
Added 34.85%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
4,990
shares
|
$1.21 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
4,987
shares
|
$1.21 Million
0.69% of portfolio
|
Q1 2024
Reduced 5.91%
|
|
|
Wallington Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
4,983
shares
|
$1.21 Million
0.15% of portfolio
|
Q3 2024
Added 42.62%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
4,979
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
4,978
shares
|
$1.21 Million
0.27% of portfolio
|
Q3 2024
Added 25.87%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
4,966
shares
|
$1.2 Million
0.86% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
4,964
shares
|
$1.2 Million
0.54% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,960
shares
|
$1.2 Million
0.58% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Westhampton Capital, LLC
|
Oct 21, 2024 Q3 2024 |
4,959
shares
|
$1.2 Million
0.53% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Benson Investment Management Company, Inc.
|
Oct 11, 2024 Q3 2024 |
4,950
shares
|
$1.2 Million
0.42% of portfolio
|
Q4 2020
Reduced 87.72%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,950
shares
|
$1.2 Million
0.85% of portfolio
|
Q3 2024
Reduced 89.72%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
4,946
shares
|
$1.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,944
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 83.35%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
4,938
shares
|
$1.2 Million
0.82% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 12, 2024 Q3 2024 |
4,934
shares
|
$1.2 Million
0.7% of portfolio
|
Q3 2024
Added 34.99%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
4,927
shares
|
$1.19 Million
0.58% of portfolio
|
Q3 2024
Added 2.6%
|