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 |
|---|---|---|---|---|---|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
2,668
shares
|
$633,916
0.55% of portfolio
|
Q3 2024
Reduced 20.55%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
2,661
shares
|
$632,253
0.23% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
2,649
shares
|
$629,402
0.29% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Moody Aldrich Partners LLC
|
Oct 22, 2024 Q3 2024 |
2,641
shares
|
$627,501
0.11% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
2,641
shares
|
$627,501
0.21% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
2,636
shares
|
$626,313
0.11% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
2,629
shares
|
$624,650
0.05% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
2,626
shares
|
$623,937
0.09% of portfolio
|
Q3 2024
Added 36.34%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
2,625
shares
|
$623,700
0.16% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,614
shares
|
$621,086
0.07% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
2,612
shares
|
$620,611
0.17% of portfolio
|
Q1 2023
Added 7.49%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
2,612
shares
|
$620,611
0.08% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
2,607
shares
|
$619,423
1.25% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
2,601
shares
|
$617,997
0.29% of portfolio
|
Q3 2024
Reduced 14.83%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
2,599
shares
|
$617,522
0.1% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
2,598
shares
|
$617,284
0.17% of portfolio
|
Q3 2024
Added 33.37%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
2,587
shares
|
$614,671
0.29% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
2,582
shares
|
$613,483
0.27% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
2,581
shares
|
$613,245
0.14% of portfolio
|
Q3 2022
Added 18.34%
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,580
shares
|
$613,008
0.46% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
2,579
shares
|
$612,770
0.07% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
2,579
shares
|
$612,770
0.11% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
2,574
shares
|
$611,582
0.23% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,556
shares
|
$607,305
0.11% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
2,553
shares
|
$606,592
0.27% of portfolio
|
Q3 2024
Added 0.27%
|