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 |
|---|---|---|---|---|---|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
2,874
shares
|
$682,862
0.17% of portfolio
|
Q3 2023
Reduced 2.28%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,872
shares
|
$682,387
0.17% of portfolio
|
Q3 2024
Added 28.33%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2,869
shares
|
$681,674
0.07% of portfolio
|
Q3 2024
Added 24.63%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
2,868
shares
|
$681,436
0.31% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
2,860
shares
|
$679,536
0.04% of portfolio
|
Q3 2024
Added 37.9%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
2,854
shares
|
$678,110
0.21% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
2,854
shares
|
$678,110
0.15% of portfolio
|
Q3 2024
Added 14.9%
|
|
|
Madden Securities Corp
|
Oct 09, 2024 Q3 2024 |
2,849
shares
|
$676,922
0.26% of portfolio
|
Q1 2024
Reduced 36.97%
|
|
|
Bender Robert & Associates
|
Oct 30, 2024 Q3 2024 |
2,848
shares
|
$676,684
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
2,840
shares
|
$674,784
0.43% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,837
shares
|
$674,071
0.61% of portfolio
|
Q2 2024
Added 2.16%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
2,837
shares
|
$674,071
0.32% of portfolio
|
Q1 2024
Added 1.98%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
2,833
shares
|
$673,120
0.09% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,830
shares
|
$672,408
0.12% of portfolio
|
Q2 2024
Added 4.7%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,811
shares
|
$667,893
0.11% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,804
shares
|
$666,230
0.2% of portfolio
|
Q3 2024
Added 17.37%
|
|
|
Westwood Wealth Management
|
Nov 12, 2024 Q3 2024 |
2,803
shares
|
$665,992
0.23% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
2,802
shares
|
$665,755
0.44% of portfolio
|
Q1 2024
Reduced 4.14%
|
|
|
Harrington Investments, Inc
|
Oct 11, 2024 Q3 2024 |
2,802
shares
|
$665,755
0.33% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
2,802
shares
|
$665,755
0.17% of portfolio
|
Q3 2024
Added 75.78%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,799
shares
|
$665,042
0.21% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
2,783
shares
|
$661,240
0.03% of portfolio
|
Q2 2024
Added 12.44%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
2,782
shares
|
$661,003
0.32% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
2,781
shares
|
$660,765
0.22% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
2,778
shares
|
$660,052
0.28% of portfolio
|
Q3 2023
Added 0.29%
|