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 |
|---|---|---|---|---|---|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,462
shares
|
$1.08 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
4,457
shares
|
$1.08 Million
0.24% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
4,455
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
4,453
shares
|
$1.08 Million
0.62% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
4,452
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,452
shares
|
$1.08 Million
0.15% of portfolio
|
Q1 2024
Added 8.01%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
4,443
shares
|
$1.08 Million
0.59% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
4,429
shares
|
$1.07 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,424
shares
|
$1.07 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
4,421
shares
|
$1.07 Million
0.73% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
4,416
shares
|
$1.07 Million
0.31% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
4,415
shares
|
$1.07 Million
0.56% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
4,403
shares
|
$1.07 Million
0.21% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
4,390
shares
|
$1.06 Million
0.66% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Wedge Capital Management L L P
|
Oct 11, 2024 Q3 2024 |
4,384
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
4,384
shares
|
$1.06 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
California First Leasing Corp
Newport Beach, CA |
Oct 31, 2024 Q3 2024 |
4,380
shares
|
$1.06 Million
0.4% of portfolio
|
Q3 2022
New holding
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
4,376
shares
|
$1.06 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
4,370
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
4,369
shares
|
$1.06 Million
0.66% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
4,349
shares
|
$1.05 Million
0.47% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
4,330
shares
|
$1.05 Million
0.54% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
4,327
shares
|
$1.05 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
4,325
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
4,325
shares
|
$1.05 Million
0.11% of portfolio
|
Q3 2024
Added 17.69%
|