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 |
|---|---|---|---|---|---|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
3,699
shares
|
$881,804
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
3,695
shares
|
$880,851
0.09% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,689
shares
|
$879,420
0.25% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Oct 15, 2024 Q3 2024 |
3,685
shares
|
$878,467
0.39% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
3,685
shares
|
$878,467
0.52% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
3,680
shares
|
$877,275
0.1% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
3,678
shares
|
$876,798
0.18% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
3,675
shares
|
$876,083
0.0% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,674
shares
|
$875,844
0.07% of portfolio
|
Q3 2024
Reduced 34.6%
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
3,672
shares
|
$875,368
0.1% of portfolio
|
Q3 2024
Added 40.58%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
3,670
shares
|
$874,891
0.16% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
3,661
shares
|
$872,745
0.54% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
3,656
shares
|
$871,553
0.31% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
3,650
shares
|
$870,123
0.36% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
3,647
shares
|
$869,408
0.29% of portfolio
|
Q3 2024
Reduced 13.41%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
3,641
shares
|
$867,977
0.44% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
3,638
shares
|
$867,262
0.39% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
3,637
shares
|
$867,024
0.16% of portfolio
|
Q3 2024
Added 31.25%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
3,633
shares
|
$866,070
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,629
shares
|
$865,117
0.3% of portfolio
|
Q3 2024
Added 22.19%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
3,627
shares
|
$864,640
0.12% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
3,626
shares
|
$864,402
0.05% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
3,623
shares
|
$863,686
0.32% of portfolio
|
Q3 2024
Added 11.72%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,617
shares
|
$862,256
0.11% of portfolio
|
Q3 2024
Reduced 74.79%
|
|
|
Single Point Partners, LLC
|
Oct 03, 2024 Q3 2024 |
3,611
shares
|
$860,826
1.21% of portfolio
|
Q3 2024
Reduced 2.8%
|