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 |
|---|---|---|---|---|---|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
3,373
shares
|
$804,089
0.57% of portfolio
|
Q1 2024
Reduced 5.6%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
3,369
shares
|
$803,135
0.05% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
3,351
shares
|
$798,844
0.19% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
3,349
shares
|
$798,368
0.21% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
3,348
shares
|
$798,129
0.13% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
3,331
shares
|
$794,077
0.07% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
3,329
shares
|
$793,600
0.5% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
3,329
shares
|
$793,600
0.5% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
3,326
shares
|
$792,885
0.17% of portfolio
|
Q2 2024
Added 6.16%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,323
shares
|
$792,169
0.36% of portfolio
|
Q3 2024
Added 17.17%
|
|
|
Altus Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,312
shares
|
$789,547
0.33% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
3,295
shares
|
$785,495
1.24% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
3,290
shares
|
$784,303
0.2% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Oct 15, 2024 Q3 2024 |
3,287
shares
|
$783,587
0.37% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
3,281
shares
|
$782,157
0.33% of portfolio
|
Q3 2024
Reduced 49.65%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
3,280
shares
|
$781,919
0.3% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
3,276
shares
|
$780,965
0.23% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
3,269
shares
|
$779,296
0.28% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
3,263
shares
|
$777,866
0.36% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,260
shares
|
$777,151
0.16% of portfolio
|
Q3 2024
Reduced 32.39%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
3,260
shares
|
$777,151
0.15% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
3,256
shares
|
$776,197
0.42% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
3,251
shares
|
$775,005
0.24% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
3,250
shares
|
$774,767
0.6% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
3,240
shares
|
$772,383
0.07% of portfolio
|
Q3 2024
Added 1.41%
|