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 |
|---|---|---|---|---|---|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 12, 2024 Q3 2024 |
4,922
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
4,919
shares
|
$1.19 Million
0.68% of portfolio
|
Q4 2022
Reduced 3.91%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,912
shares
|
$1.19 Million
0.44% of portfolio
|
Q1 2023
Added 14.55%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
4,911
shares
|
$1.19 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
4,910
shares
|
$1.19 Million
0.2% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,906
shares
|
$1.19 Million
0.38% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
4,906
shares
|
$1.19 Million
0.3% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
4,903
shares
|
$1.19 Million
0.41% of portfolio
|
Q2 2024
Added 5.78%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
4,903
shares
|
$1.19 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
4,898
shares
|
$1.19 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
4,897
shares
|
$1.19 Million
0.26% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
4,885
shares
|
$1.18 Million
0.38% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
4,865
shares
|
$1.18 Million
0.57% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
4,863
shares
|
$1.18 Million
0.17% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Diamant Asset Management, Inc.
|
Nov 20, 2024 Q3 2024 |
4,851
shares
|
$1.18 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
4,844
shares
|
$1.17 Million
0.36% of portfolio
|
Q3 2024
Added 34.44%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
4,838
shares
|
$1.17 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
4,833
shares
|
$1.17 Million
0.65% of portfolio
|
Q3 2024
Added 112.63%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
4,804
shares
|
$1.16 Million
0.33% of portfolio
|
Q3 2024
Added 87.14%
|
|
|
Ecofi Investissements Sa
Nanterre, I0 |
Nov 13, 2024 Q3 2024 |
4,800
shares
|
$1.16 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
4,799
shares
|
$1.16 Million
0.77% of portfolio
|
Q3 2024
Reduced 23.67%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
4,787
shares
|
$1.16 Million
0.16% of portfolio
|
N/A
|
|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
4,782
shares
|
$1.16 Million
0.43% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,774
shares
|
$1.16 Million
0.47% of portfolio
|
Q1 2024
Reduced 14.89%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
4,770
shares
|
$1.16 Million
0.39% of portfolio
|
Q3 2024
Added 0.19%
|