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 |
|---|---|---|---|---|---|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,145
shares
|
$754,391
0.36% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Shikiar Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
3,141
shares
|
$753,431
0.19% of portfolio
|
Q2 2024
Added 5.05%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
3,137
shares
|
$752,472
0.21% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,134
shares
|
$751,752
0.16% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
3,133
shares
|
$751,512
0.58% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
3,132
shares
|
$751,272
0.31% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 29, 2024 Q3 2024 |
3,131
shares
|
$751,032
0.46% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,127
shares
|
$750,073
0.17% of portfolio
|
Q1 2024
Added 4.69%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
3,126
shares
|
$749,833
0.12% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 07, 2024 Q3 2024 |
3,118
shares
|
$747,914
0.45% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2024 Q3 2024 |
3,113
shares
|
$746,715
0.59% of portfolio
|
Q4 2023
New holding
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
3,106
shares
|
$745,036
0.28% of portfolio
|
Q3 2024
Added 57.27%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
3,106
shares
|
$745,036
0.05% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
3,104
shares
|
$744,556
0.09% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
3,094
shares
|
$742,157
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,092
shares
|
$741,678
0.09% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,091
shares
|
$741,438
0.11% of portfolio
|
Q1 2024
Reduced 5.15%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
3,091
shares
|
$741,438
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
3,090
shares
|
$741,198
0.24% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
3,090
shares
|
$741,198
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,089
shares
|
$740,958
0.15% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
3,085
shares
|
$739,998
0.11% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
North Point Portfolio Managers Corp
|
Oct 24, 2024 Q3 2024 |
3,069
shares
|
$736,161
0.11% of portfolio
|
Q2 2024
Added 4.49%
|
|
|
Silver Lake Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
3,069
shares
|
$736,161
0.14% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
3,069
shares
|
$736,161
0.37% of portfolio
|
Q2 2024
Reduced 0.42%
|