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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
2,769
shares
|
$657,914
0.14% of portfolio
|
Q3 2024
Added 34.16%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
2,764
shares
|
$656,726
0.53% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
2,761
shares
|
$656,013
0.11% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
2,759
shares
|
$655,538
0.27% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
2,739
shares
|
$650,786
0.06% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,735
shares
|
$649,836
0.31% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
2,733
shares
|
$649,360
0.35% of portfolio
|
Q3 2024
Reduced 46.21%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
2,732
shares
|
$649,123
0.16% of portfolio
|
Q3 2024
Added 32.81%
|
|
|
Reik & Co., LLC
|
Oct 31, 2024 Q3 2024 |
2,732
shares
|
$649,123
0.14% of portfolio
|
Q2 2023
Added 0.37%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
2,726
shares
|
$647,697
0.11% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
2,713
shares
|
$644,608
0.11% of portfolio
|
Q3 2024
Added 17.29%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
2,712
shares
|
$644,371
0.26% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
2,708
shares
|
$643,420
0.08% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
2,702
shares
|
$641,995
0.1% of portfolio
|
Q2 2022
Reduced 13.98%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
2,697
shares
|
$640,807
0.35% of portfolio
|
Q3 2024
Reduced 59.65%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
2,696
shares
|
$640,569
0.12% of portfolio
|
Q2 2022
Reduced 94.14%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
2,695
shares
|
$640,332
0.14% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2,688
shares
|
$638,668
0.27% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Nov 04, 2024 Q3 2024 |
2,688
shares
|
$638,668
1.1% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
2,682
shares
|
$637,243
0.21% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Nov 15, 2024 Q3 2024 |
2,681
shares
|
$637,005
0.71% of portfolio
|
Q3 2024
Reduced 82.69%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
2,680
shares
|
$636,768
0.29% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
2,680
shares
|
$636,768
0.32% of portfolio
|
Q3 2024
Added 17.49%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Nov 14, 2024 Q3 2024 |
2,677
shares
|
$636,055
0.22% of portfolio
|
Q4 2022
Added 12.62%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
2,675
shares
|
$635,580
0.16% of portfolio
|
Q3 2024
Added 11.37%
|