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 |
|---|---|---|---|---|---|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
4,194
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
4,193
shares
|
$1.02 Million
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
4,190
shares
|
$1.02 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
4,189
shares
|
$1.02 Million
0.24% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
4,182
shares
|
$1.01 Million
0.32% of portfolio
|
Q3 2024
Reduced 20.01%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
4,175
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
Reduced 38.59%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,173
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 77.71%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
4,173
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,172
shares
|
$1.01 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
4,169
shares
|
$1.01 Million
0.47% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,161
shares
|
$1.01 Million
0.36% of portfolio
|
Q2 2023
Added 5.72%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
4,157
shares
|
$1.01 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
4,156
shares
|
$1.01 Million
0.25% of portfolio
|
Q3 2024
Added 92.76%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
4,153
shares
|
$1.01 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
4,144
shares
|
$1 Million
0.98% of portfolio
|
Q3 2024
Added 16.9%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
4,144
shares
|
$1 Million
0.72% of portfolio
|
Q3 2024
Added 13.69%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
4,142
shares
|
$1 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,133
shares
|
$1 Million
0.41% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Summa Corp.
Tomball, TX |
Oct 17, 2024 Q3 2024 |
4,133
shares
|
$1 Million
0.42% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,131
shares
|
$1 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
4,120
shares
|
$998,317
0.03% of portfolio
|
Q3 2022
Reduced 15.4%
|
|
|
Cmg Global Holdings, LLC
|
Nov 12, 2024 Q3 2024 |
4,116
shares
|
$997,347
0.51% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
4,114
shares
|
$996,863
0.3% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
4,110
shares
|
$995,894
0.3% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
4,100
shares
|
$993,471
0.43% of portfolio
|
Q3 2024
Added 0.96%
|