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 |
|---|---|---|---|---|---|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 21, 2024 Q3 2024 |
3,498
shares
|
$839,065
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
3,496
shares
|
$838,585
0.06% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,489
shares
|
$836,906
0.58% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
3,478
shares
|
$834,267
0.47% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
3,477
shares
|
$834,027
0.24% of portfolio
|
Q3 2024
Added 29.79%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
3,471
shares
|
$832,588
0.09% of portfolio
|
Q2 2024
Reduced 24.48%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
3,460
shares
|
$829,950
0.05% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
3,456
shares
|
$828,990
0.21% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
3,452
shares
|
$828,031
0.07% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2024 Q3 2024 |
3,452
shares
|
$828,031
0.5% of portfolio
|
Q3 2024
Reduced 52.75%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
3,450
shares
|
$827,551
0.36% of portfolio
|
Q2 2024
Reduced 8.73%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
3,448
shares
|
$827,071
0.27% of portfolio
|
Q4 2022
Added 0.29%
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
3,440
shares
|
$825,152
0.66% of portfolio
|
Q3 2023
Added 1.78%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
3,437
shares
|
$824,433
0.22% of portfolio
|
Q4 2024
Reduced 38.36%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
3,436
shares
|
$824,193
0.29% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
3,434
shares
|
$823,713
0.3% of portfolio
|
Q3 2024
Reduced 22.97%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
3,419
shares
|
$820,115
0.31% of portfolio
|
Q2 2024
Reduced 5.05%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
3,411
shares
|
$818,196
0.34% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
3,410
shares
|
$817,956
0.26% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Nov 07, 2024 Q3 2024 |
3,407
shares
|
$817,237
0.4% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
3,402
shares
|
$816,037
0.09% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
3,392
shares
|
$813,639
0.16% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
3,386
shares
|
$812,199
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
3,381
shares
|
$811,000
0.11% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
3,381
shares
|
$811,000
0.68% of portfolio
|
Q4 2024
Reduced 0.29%
|