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 |
|---|---|---|---|---|---|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
4,628
shares
|
$1.12 Million
0.23% of portfolio
|
Q2 2024
Added 6.32%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
4,626
shares
|
$1.12 Million
0.1% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
4,598
shares
|
$1.11 Million
0.16% of portfolio
|
Q3 2024
Added 38.24%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
4,593
shares
|
$1.11 Million
0.56% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
4,581
shares
|
$1.11 Million
0.47% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
4,581
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
4,570
shares
|
$1.11 Million
0.15% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
4,566
shares
|
$1.11 Million
0.41% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
4,564
shares
|
$1.11 Million
0.13% of portfolio
|
Q3 2022
Reduced 0.83%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
4,559
shares
|
$1.1 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
4,558
shares
|
$1.1 Million
0.28% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
4,545
shares
|
$1.1 Million
0.35% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
4,539
shares
|
$1.1 Million
0.39% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
4,531
shares
|
$1.1 Million
0.25% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
4,531
shares
|
$1.1 Million
0.15% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
4,525
shares
|
$1.1 Million
0.23% of portfolio
|
Q3 2024
Reduced 24.17%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
4,523
shares
|
$1.1 Million
0.4% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
4,511
shares
|
$1.09 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
4,511
shares
|
$1.09 Million
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
4,506
shares
|
$1.09 Million
0.3% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
4,500
shares
|
$1.09 Million
0.23% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,488
shares
|
$1.09 Million
0.44% of portfolio
|
Q2 2023
Reduced 25.79%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
4,484
shares
|
$1.09 Million
0.17% of portfolio
|
Q3 2024
Reduced 91.27%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
4,468
shares
|
$1.08 Million
0.39% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
4,468
shares
|
$1.08 Million
0.33% of portfolio
|
Q2 2024
Reduced 1.13%
|