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 |
|---|---|---|---|---|---|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
2,468
shares
|
$586,396
0.22% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
2,460
shares
|
$584,496
0.58% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
2,458
shares
|
$584,020
0.04% of portfolio
|
Q3 2024
Added 85.37%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
2,457
shares
|
$583,783
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
2,454
shares
|
$583,070
0.43% of portfolio
|
Q3 2024
Reduced 65.3%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
2,450
shares
|
$582,120
0.58% of portfolio
|
Q1 2022
Reduced 2.0%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
2,446
shares
|
$581,169
0.3% of portfolio
|
Q2 2023
Reduced 0.41%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
2,444
shares
|
$580,694
0.34% of portfolio
|
Q3 2024
Added 20.69%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
2,443
shares
|
$580,456
0.21% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
2,442
shares
|
$580,219
0.04% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Murphy Pohlad Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
2,440
shares
|
$579,744
0.21% of portfolio
|
Q1 2024
Reduced 7.58%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
2,435
shares
|
$578,556
0.22% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,433
shares
|
$578,080
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
2,431
shares
|
$577,605
0.33% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,428
shares
|
$576,892
0.15% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Jacobs & CO
|
Oct 01, 2024 Q3 2024 |
2,424
shares
|
$575,942
0.05% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,422
shares
|
$575,467
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
2,420
shares
|
$574,992
0.27% of portfolio
|
Q3 2024
Added 25.98%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
2,420
shares
|
$574,992
0.14% of portfolio
|
Q3 2024
Added 63.07%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
2,417
shares
|
$574,279
0.06% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
2,414
shares
|
$573,566
0.43% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,411
shares
|
$572,853
0.05% of portfolio
|
Q2 2024
Added 69.43%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
2,410
shares
|
$572,616
0.2% of portfolio
|
Q2 2024
Added 9.05%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
2,409
shares
|
$572,378
0.47% of portfolio
|
Q2 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
2,408
shares
|
$572,140
0.27% of portfolio
|
Q2 2024
Reduced 7.52%
|