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 |
|---|---|---|---|---|---|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
2,300
shares
|
$546,480
0.13% of portfolio
|
Q3 2024
Added 91.67%
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
2,281
shares
|
$541,965
0.16% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
2,280
shares
|
$541,728
0.12% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
2,280
shares
|
$541,728
0.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
2,278
shares
|
$541,252
0.1% of portfolio
|
Q3 2024
Reduced 86.32%
|
|
|
S&T Bank
Indiana, PA |
Nov 13, 2024 Q3 2024 |
2,275
shares
|
$540,540
0.13% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
2,257
shares
|
$536,263
0.35% of portfolio
|
Q4 2023
Added 0.71%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
2,257
shares
|
$536,263
0.24% of portfolio
|
Q2 2024
Added 4.64%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
2,250
shares
|
$534,600
0.12% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
2,249
shares
|
$534,362
0.29% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
2,248
shares
|
$534,124
0.03% of portfolio
|
Q3 2022
Added 0.4%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
2,238
shares
|
$531,748
0.27% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
2,237
shares
|
$531,511
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,233
shares
|
$530,560
0.07% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
2,232
shares
|
$530,323
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
2,231
shares
|
$530,085
0.17% of portfolio
|
Q3 2024
Added 43.2%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
2,221
shares
|
$527,709
0.19% of portfolio
|
Q3 2024
Added 25.2%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,220
shares
|
$527,472
0.38% of portfolio
|
Q3 2022
Reduced 57.89%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
2,220
shares
|
$527,472
0.2% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
2,220
shares
|
$527,472
0.34% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
2,214
shares
|
$526,046
0.13% of portfolio
|
Q2 2024
Added 1.1%
|
|
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
2,210
shares
|
$525,096
0.12% of portfolio
|
Q3 2024
Added 47.33%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
2,207
shares
|
$524,383
0.64% of portfolio
|
Q1 2024
Added 7.76%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
2,206
shares
|
$524,145
0.04% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
2,202
shares
|
$523,195
0.14% of portfolio
|
Q4 2023
Added 9.99%
|