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 4,620 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 $467 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Single Point Partners, LLC
|
Oct 03, 2024 Q3 2024 |
3,611
shares
|
$866,170
1.21% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,596
shares
|
$862,572
0.27% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Holland Advisory Services, Inc.
|
Oct 18, 2024 Q3 2024 |
3,593
shares
|
$861,852
0.99% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,592
shares
|
$861,613
0.12% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
3,592
shares
|
$861,613
0.58% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
3,586
shares
|
$860,173
0.29% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
3,586
shares
|
$860,173
0.09% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
3,576
shares
|
$857,775
0.24% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Magnolia Capital Management LTD
|
Oct 21, 2024 Q3 2024 |
3,575
shares
|
$857,535
0.6% of portfolio
|
Q2 2024
Added 7.52%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
3,562
shares
|
$854,416
0.48% of portfolio
|
Q2 2023
Reduced 0.84%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
3,562
shares
|
$854,416
0.31% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
3,558
shares
|
$853,457
0.19% of portfolio
|
Q3 2024
Added 76.31%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
3,548
shares
|
$851,058
0.08% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
3,547
shares
|
$850,818
0.48% of portfolio
|
Q2 2024
Added 12.14%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
3,534
shares
|
$847,700
0.3% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
3,530
shares
|
$846,741
0.53% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
3,529
shares
|
$846,501
0.0% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
3,518
shares
|
$843,862
0.21% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,517
shares
|
$843,622
0.18% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
3,516
shares
|
$843,382
0.04% of portfolio
|
Q3 2024
Added 32.98%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
3,513
shares
|
$842,663
0.1% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
3,511
shares
|
$842,183
0.09% of portfolio
|
Q3 2024
Reduced 23.17%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
3,505
shares
|
$840,744
0.43% of portfolio
|
Q3 2024
Reduced 25.91%
|
|
|
Keating Investment Counselors Inc
|
Nov 12, 2024 Q3 2024 |
3,500
shares
|
$839,545
0.3% of portfolio
|
Q2 2024
Added 19.66%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
3,499
shares
|
$839,305
0.24% of portfolio
|
Q3 2024
Added 10.45%
|