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 |
|---|---|---|---|---|---|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
3,987
shares
|
$966,089
0.2% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
3,969
shares
|
$961,728
0.07% of portfolio
|
Q3 2024
Added 104.69%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
3,966
shares
|
$961,001
0.05% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,954
shares
|
$958,093
0.42% of portfolio
|
Q2 2024
Reduced 59.46%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Nov 01, 2024 Q3 2024 |
3,940
shares
|
$954,701
0.34% of portfolio
|
Q3 2023
Added 1.49%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
3,940
shares
|
$954,701
0.16% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
3,938
shares
|
$954,216
0.33% of portfolio
|
Q3 2024
Added 171.21%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
3,931
shares
|
$952,520
0.15% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,926
shares
|
$951,309
0.57% of portfolio
|
Q3 2024
Reduced 19.96%
|
|
|
Ninepoint Partners LP
|
Nov 07, 2024 Q3 2024 |
3,919
shares
|
$949,612
0.13% of portfolio
|
Q3 2024
Added 685.37%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
3,917
shares
|
$949,128
0.16% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
3,915
shares
|
$948,643
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
3,914
shares
|
$948,401
0.33% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,903
shares
|
$945,735
0.18% of portfolio
|
Q1 2024
Added 1.11%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,900
shares
|
$945,009
0.5% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
3,893
shares
|
$943,312
0.17% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
3,888
shares
|
$942,101
0.64% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
3,886
shares
|
$941,616
0.15% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
3,868
shares
|
$937,255
0.18% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
3,865
shares
|
$936,528
0.58% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
3,853
shares
|
$933,620
0.47% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
3,850
shares
|
$932,893
0.09% of portfolio
|
Q3 2024
Added 80.07%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
3,844
shares
|
$931,439
0.19% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
3,840
shares
|
$930,470
0.13% of portfolio
|
Q3 2024
Reduced 12.45%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
3,839
shares
|
$930,228
0.11% of portfolio
|
Q3 2024
Added 11.08%
|