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 $464 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
3,061
shares
|
$727,293
0.1% of portfolio
|
Q2 2022
Reduced 16.68%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
3,058
shares
|
$726,580
0.15% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,055
shares
|
$725,868
0.36% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
3,054
shares
|
$725,630
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
3,053
shares
|
$725,392
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
3,052
shares
|
$725,155
0.06% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
3,044
shares
|
$723,254
0.46% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
3,041
shares
|
$722,541
0.43% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
3,039
shares
|
$722,066
0.22% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
3,029
shares
|
$719,690
0.34% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
3,026
shares
|
$718,977
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,025
shares
|
$718,740
0.13% of portfolio
|
Q2 2023
Added 163.04%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,022
shares
|
$718,027
0.34% of portfolio
|
Q4 2022
Added 0.57%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
3,020
shares
|
$717,552
0.02% of portfolio
|
Q3 2024
Added 29.67%
|
|
|
New Jersey Better Educational Savings Trust
|
Nov 04, 2024 Q3 2024 |
3,017
shares
|
$716,839
1.2% of portfolio
|
Q2 2024
Reduced 53.3%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
3,016
shares
|
$716,601
0.54% of portfolio
|
Q3 2024
Reduced 27.88%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$712,800
0.04% of portfolio
|
Q3 2024
Reduced 62.97%
|
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$712,800
0.2% of portfolio
|
Q3 2024
Reduced 45.45%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
2,995
shares
|
$711,612
0.2% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
2,987
shares
|
$709,711
0.13% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
2,987
shares
|
$709,711
0.14% of portfolio
|
Q2 2024
Added 26.19%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
2,979
shares
|
$707,810
0.45% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
2,979
shares
|
$707,810
0.24% of portfolio
|
Q3 2024
Added 36.03%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
2,976
shares
|
$707,097
0.46% of portfolio
|
Q4 2023
Added 1.02%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
2,975
shares
|
$706,860
0.34% of portfolio
|
Q3 2024
Added 0.57%
|