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 |
|---|---|---|---|---|---|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
3,234
shares
|
$770,953
0.24% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Deltec Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
3,225
shares
|
$768,807
0.14% of portfolio
|
Q3 2022
Added 44.94%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
3,222
shares
|
$768,092
0.53% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
3,220
shares
|
$767,615
0.41% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
3,213
shares
|
$765,947
0.17% of portfolio
|
Q3 2024
Reduced 36.3%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Oct 24, 2024 Q3 2024 |
3,213
shares
|
$765,947
0.6% of portfolio
|
Q3 2024
Reduced 34.64%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
3,209
shares
|
$764,993
0.18% of portfolio
|
Q3 2023
Reduced 0.22%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
3,201
shares
|
$763,086
0.01% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
3,201
shares
|
$763,086
0.26% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,195
shares
|
$761,656
0.1% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
3,190
shares
|
$760,464
0.46% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
3,186
shares
|
$759,510
0.34% of portfolio
|
Q1 2024
Added 0.41%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
3,186
shares
|
$759,510
0.59% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,183
shares
|
$758,795
0.32% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
3,182
shares
|
$758,556
0.15% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
3,178
shares
|
$757,603
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
3,176
shares
|
$757,126
0.1% of portfolio
|
Q4 2022
Added 2.35%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
3,172
shares
|
$756,173
0.34% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
3,172
shares
|
$756,173
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
3,169
shares
|
$755,457
0.16% of portfolio
|
Q2 2024
Added 0.96%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
3,163
shares
|
$754,027
0.07% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,159
shares
|
$753,074
0.38% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
3,151
shares
|
$751,166
0.55% of portfolio
|
Q4 2023
Reduced 3.08%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
3,148
shares
|
$750,451
0.26% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,145
shares
|
$749,736
0.36% of portfolio
|
Q3 2024
Reduced 0.6%
|