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 |
|---|---|---|---|---|---|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
2,549
shares
|
$605,642
0.07% of portfolio
|
Q3 2024
Added 55.81%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
2,546
shares
|
$604,929
0.16% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
2,538
shares
|
$603,028
0.08% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Manteio Capital LLC
|
Nov 01, 2022 Q3 2022 |
2,538
shares
|
$603,028
25.17% of portfolio
|
Q3 2022
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
2,532
shares
|
$601,603
0.2% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
America First Investment Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,529
shares
|
$600,890
0.13% of portfolio
|
Q1 2023
Added 20.43%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,529
shares
|
$600,890
0.07% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
2,529
shares
|
$600,890
0.25% of portfolio
|
Q1 2024
Reduced 12.94%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
2,528
shares
|
$600,652
0.19% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
2,528
shares
|
$600,652
0.53% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Oct 31, 2024 Q3 2024 |
2,527
shares
|
$600,415
0.02% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
2,519
shares
|
$598,514
0.05% of portfolio
|
Q3 2024
Reduced 72.99%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
2,517
shares
|
$598,039
0.58% of portfolio
|
Q3 2023
Reduced 3.97%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
2,516
shares
|
$597,801
0.38% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 22, 2024 Q3 2024 |
2,512
shares
|
$596,851
1.46% of portfolio
|
Q2 2024
Reduced 36.13%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Nov 13, 2024 Q3 2024 |
2,500
shares
|
$594,000
0.31% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
2,494
shares
|
$592,574
0.58% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
2,493
shares
|
$592,336
0.21% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Arnhold LLC
|
Nov 13, 2024 Q3 2024 |
2,492
shares
|
$592,099
0.05% of portfolio
|
Q3 2023
Added 1.63%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
2,483
shares
|
$589,960
0.35% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
2,480
shares
|
$589,248
0.04% of portfolio
|
Q2 2024
Added 11.31%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
2,478
shares
|
$588,772
0.3% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
2,476
shares
|
$588,297
0.38% of portfolio
|
Q4 2023
Added 7.47%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Oct 23, 2024 Q3 2024 |
2,476
shares
|
$588,297
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Oct 21, 2024 Q3 2024 |
2,470
shares
|
$586,872
0.07% of portfolio
|
Q3 2024
Reduced 84.54%
|