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 |
|---|---|---|---|---|---|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2024 Q3 2024 |
4,767
shares
|
$1.16 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
4,767
shares
|
$1.16 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
4,763
shares
|
$1.15 Million
0.19% of portfolio
|
Q4 2022
Added 86.49%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
4,763
shares
|
$1.15 Million
0.24% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Requisite Capital Management, LLC
|
Oct 10, 2024 Q3 2024 |
4,737
shares
|
$1.15 Million
0.22% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
4,734
shares
|
$1.15 Million
0.39% of portfolio
|
Q3 2024
Added 100.59%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
4,731
shares
|
$1.15 Million
0.19% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
4,726
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2024
Added 94.89%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
4,722
shares
|
$1.14 Million
0.23% of portfolio
|
Q4 2023
Added 2.41%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
4,711
shares
|
$1.14 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
4,699
shares
|
$1.14 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
4,693
shares
|
$1.14 Million
0.45% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,688
shares
|
$1.14 Million
0.22% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
4,684
shares
|
$1.13 Million
0.95% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
4,675
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Nov 14, 2024 Q3 2024 |
4,673
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2024
Added 158.03%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
4,671
shares
|
$1.13 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
4,663
shares
|
$1.13 Million
0.27% of portfolio
|
Q3 2024
Added 104.25%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
4,661
shares
|
$1.13 Million
0.67% of portfolio
|
Q3 2024
Added 40.52%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
4,660
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Tevis Investment Management
|
Oct 25, 2024 Q3 2024 |
4,646
shares
|
$1.13 Million
0.73% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
4,644
shares
|
$1.13 Million
0.67% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Nov 05, 2024 Q3 2024 |
4,644
shares
|
$1.13 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
4,640
shares
|
$1.12 Million
0.24% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
4,640
shares
|
$1.12 Million
0.36% of portfolio
|
Q2 2024
Reduced 4.82%
|