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 |
|---|---|---|---|---|---|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
2,973
shares
|
$706,384
0.37% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
2,970
shares
|
$705,672
0.51% of portfolio
|
Q2 2024
Reduced 10.97%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
2,957
shares
|
$702,583
0.11% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,957
shares
|
$702,583
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
2,956
shares
|
$702,345
0.36% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,955
shares
|
$702,108
0.61% of portfolio
|
Q4 2022
Added 7.42%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
2,954
shares
|
$701,870
0.23% of portfolio
|
Q3 2024
Added 25.44%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
2,954
shares
|
$701,870
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
2,951
shares
|
$701,157
0.1% of portfolio
|
Q2 2024
Added 4.57%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
2,948
shares
|
$700,444
0.26% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
2,929
shares
|
$695,930
0.42% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,924
shares
|
$694,742
0.11% of portfolio
|
Q3 2024
Added 22.86%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,920
shares
|
$693,792
0.08% of portfolio
|
Q2 2024
Added 28.01%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
2,914
shares
|
$692,366
0.09% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
2,913
shares
|
$692,128
0.45% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Dock Street Asset Management Inc
|
Oct 21, 2024 Q3 2024 |
2,911
shares
|
$691,653
0.08% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
2,904
shares
|
$689,990
0.09% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
2,903
shares
|
$689,752
0.32% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
2,902
shares
|
$689,515
0.38% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,901
shares
|
$689,277
0.03% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
2,899
shares
|
$688,802
0.15% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
2,888
shares
|
$686,188
0.05% of portfolio
|
Q4 2023
Reduced 4.18%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
2,880
shares
|
$684,288
0.47% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Oct 03, 2024 Q3 2024 |
2,878
shares
|
$683,812
0.09% of portfolio
|
Q3 2024
Added 12.03%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
2,876
shares
|
$683,337
0.23% of portfolio
|
Q3 2024
Reduced 8.47%
|