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 |
|---|---|---|---|---|---|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
4,324
shares
|
$1.05 Million
0.3% of portfolio
|
Q2 2024
Added 5.28%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
4,320
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.85%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
4,310
shares
|
$1.04 Million
0.45% of portfolio
|
Q4 2022
Reduced 0.62%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Nov 12, 2024 Q3 2024 |
4,304
shares
|
$1.04 Million
0.31% of portfolio
|
Q1 2024
Added 26.03%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
4,303
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2024
Reduced 23.27%
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
4,303
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Hedges Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
4,300
shares
|
$1.04 Million
0.63% of portfolio
|
Q3 2024
Reduced 15.69%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
4,300
shares
|
$1.04 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
4,297
shares
|
$1.04 Million
0.22% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
4,283
shares
|
$1.04 Million
0.3% of portfolio
|
Q3 2024
Added 108.22%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
4,281
shares
|
$1.04 Million
0.12% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
4,278
shares
|
$1.04 Million
0.37% of portfolio
|
Q3 2024
Reduced 71.32%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
4,278
shares
|
$1.04 Million
0.63% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
4,276
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2022
Reduced 2.93%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
4,271
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
4,268
shares
|
$1.03 Million
0.62% of portfolio
|
Q2 2024
Added 7.32%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
4,259
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
4,253
shares
|
$1.03 Million
0.99% of portfolio
|
Q4 2018
Reduced 28.56%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
4,240
shares
|
$1.03 Million
1.1% of portfolio
|
Q4 2023
Added 9.96%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
4,238
shares
|
$1.03 Million
0.25% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,237
shares
|
$1.03 Million
0.59% of portfolio
|
Q4 2021
New holding
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Oct 11, 2024 Q3 2024 |
4,217
shares
|
$1.02 Million
0.56% of portfolio
|
Q2 2023
Reduced 8.17%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
4,210
shares
|
$1.02 Million
0.52% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
4,205
shares
|
$1.02 Million
0.47% of portfolio
|
Q3 2024
Reduced 17.31%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
4,196
shares
|
$1.02 Million
0.23% of portfolio
|
Q3 2024
Added 2.64%
|