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 |
|---|---|---|---|---|---|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
4,099
shares
|
$993,228
0.47% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
4,095
shares
|
$992,259
0.07% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2024 Q3 2024 |
4,085
shares
|
$989,836
0.38% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
4,081
shares
|
$988,867
0.25% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 07, 2024 Q3 2024 |
4,080
shares
|
$988,624
0.46% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,078
shares
|
$988,140
0.37% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
4,074
shares
|
$987,170
0.43% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
4,069
shares
|
$985,959
0.56% of portfolio
|
Q3 2022
Reduced 8.21%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
4,067
shares
|
$985,474
0.01% of portfolio
|
Q2 2024
Reduced 8.79%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,063
shares
|
$984,505
0.02% of portfolio
|
Q3 2024
Added 72.38%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
4,056
shares
|
$982,809
0.29% of portfolio
|
Q3 2024
Added 30.63%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
4,041
shares
|
$979,174
0.59% of portfolio
|
Q4 2023
Added 4.7%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
4,032
shares
|
$976,993
0.3% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
4,023
shares
|
$974,813
0.33% of portfolio
|
Q3 2024
Added 125.25%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
4,019
shares
|
$973,843
0.2% of portfolio
|
Q3 2024
Added 17.55%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
4,018
shares
|
$973,601
1.0% of portfolio
|
Q3 2024
Reduced 27.32%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
4,017
shares
|
$973,359
0.69% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
4,013
shares
|
$972,390
0.47% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
4,010
shares
|
$971,663
0.3% of portfolio
|
Q3 2024
Reduced 28.38%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
4,004
shares
|
$970,209
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Wendell David Associates Inc
|
Oct 21, 2024 Q3 2024 |
4,000
shares
|
$969,240
0.08% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Karani Asset Management LLC
New York, NY |
Nov 14, 2023 Q3 2023 |
4,000
shares
|
$969,240
0.84% of portfolio
|
Q3 2023
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
3,994
shares
|
$967,786
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
3,990
shares
|
$966,816
0.05% of portfolio
|
Q3 2024
Reduced 29.26%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
3,990
shares
|
$966,816
0.63% of portfolio
|
Q3 2024
Added 5.47%
|