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 $465 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
3,837
shares
|
$914,702
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
3,823
shares
|
$911,364
0.29% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
3,819
shares
|
$910,411
0.35% of portfolio
|
Q1 2024
Added 2.41%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
3,814
shares
|
$909,219
0.59% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2024 Q3 2024 |
3,811
shares
|
$908,504
0.47% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
3,801
shares
|
$906,120
0.12% of portfolio
|
Q3 2024
Reduced 83.63%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
3,793
shares
|
$904,213
0.11% of portfolio
|
Q1 2023
Added 2.87%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
3,780
shares
|
$901,114
0.72% of portfolio
|
Q4 2023
Added 257.28%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,779
shares
|
$900,875
0.27% of portfolio
|
Q3 2024
Added 26.77%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
3,779
shares
|
$900,875
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Gfg Capital, LLC
|
Oct 21, 2024 Q3 2024 |
3,769
shares
|
$898,491
0.21% of portfolio
|
Q3 2024
Reduced 39.26%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,768
shares
|
$898,253
0.12% of portfolio
|
Q3 2024
Reduced 13.1%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
3,768
shares
|
$898,253
0.43% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
3,761
shares
|
$896,584
0.46% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
3,749
shares
|
$893,724
0.37% of portfolio
|
Q2 2022
Reduced 4.65%
|
|
|
Hourglass Capital, LLC
|
Nov 06, 2024 Q3 2024 |
3,735
shares
|
$890,386
0.22% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
3,734
shares
|
$890,148
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
3,732
shares
|
$889,671
0.05% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
3,725
shares
|
$888,002
0.1% of portfolio
|
Q1 2024
Reduced 7.96%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
3,721
shares
|
$887,049
0.3% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
3,720
shares
|
$886,810
0.09% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
3,711
shares
|
$884,665
0.51% of portfolio
|
Q3 2024
Added 26.4%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 14, 2024 Q3 2024 |
3,709
shares
|
$884,188
0.04% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
3,706
shares
|
$883,473
0.3% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
3,699
shares
|
$881,804
0.62% of portfolio
|
Q3 2024
Reduced 1.33%
|