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 4,620 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 $467 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
2,404
shares
|
$576,647
0.34% of portfolio
|
Q3 2024
Added 19.25%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 22, 2024 Q3 2024 |
2,403
shares
|
$576,407
0.2% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,402
shares
|
$576,167
0.12% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
2,400
shares
|
$575,688
0.05% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
2,400
shares
|
$575,688
0.34% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
2,396
shares
|
$574,728
0.32% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
2,379
shares
|
$570,650
0.2% of portfolio
|
Q4 2022
Added 0.46%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
2,374
shares
|
$569,451
0.41% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Penn Davis Mcfarland Inc
|
Oct 18, 2024 Q3 2024 |
2,373
shares
|
$569,211
0.06% of portfolio
|
Q4 2023
Added 0.98%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
2,373
shares
|
$569,211
0.24% of portfolio
|
Q1 2024
Added 29.32%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
2,369
shares
|
$568,252
0.16% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
2,364
shares
|
$567,052
0.04% of portfolio
|
Q3 2024
Reduced 51.27%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
2,362
shares
|
$566,572
0.1% of portfolio
|
Q3 2024
Added 19.84%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
2,347
shares
|
$562,974
0.21% of portfolio
|
Q3 2024
Reduced 17.62%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Nov 12, 2024 Q3 2024 |
2,345
shares
|
$562,495
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
2,343
shares
|
$562,015
0.2% of portfolio
|
Q4 2023
Reduced 1.26%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
2,341
shares
|
$561,535
0.34% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Tamar Securities, LLC
|
Oct 16, 2024 Q3 2024 |
2,341
shares
|
$561,535
0.07% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
2,334
shares
|
$559,856
0.21% of portfolio
|
Q4 2024
Added 15.2%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
2,332
shares
|
$559,376
0.36% of portfolio
|
Q4 2023
Added 0.52%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,319
shares
|
$556,258
0.15% of portfolio
|
Q3 2023
Reduced 5.62%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Nov 08, 2024 Q3 2024 |
2,314
shares
|
$555,059
0.0% of portfolio
|
Q2 2024
Reduced 43.96%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
2,314
shares
|
$555,059
0.01% of portfolio
|
Q3 2024
Added 130.48%
|
|
|
Forefront Wealth Management Inc.
|
Nov 06, 2023 Q3 2023 |
2,306
shares
|
$553,140
0.48% of portfolio
|
Q3 2023
Added 0.09%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
2,305
shares
|
$552,900
0.12% of portfolio
|
Q4 2024
Reduced 10.62%
|