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 |
|---|---|---|---|---|---|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,202
shares
|
$523,195
0.07% of portfolio
|
Q3 2023
Reduced 3.8%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Oct 16, 2024 Q3 2024 |
2,200
shares
|
$522,720
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
2,200
shares
|
$522,720
0.32% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
2,196
shares
|
$521,769
0.21% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
2,196
shares
|
$521,769
0.18% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
2,196
shares
|
$521,769
0.1% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
2,191
shares
|
$520,581
0.2% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
2,179
shares
|
$517,730
0.2% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
2,179
shares
|
$517,730
0.33% of portfolio
|
Q2 2024
Added 5.62%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
2,176
shares
|
$517,017
0.25% of portfolio
|
Q3 2024
Reduced 93.18%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,170
shares
|
$515,592
0.12% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
2,165
shares
|
$514,404
0.29% of portfolio
|
Q3 2024
Added 25.8%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
2,163
shares
|
$513,928
0.28% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Intrinsic Value Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,162
shares
|
$513,691
0.48% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
2,159
shares
|
$512,978
0.2% of portfolio
|
Q3 2024
Added 122.12%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
2,155
shares
|
$512,028
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
2,154
shares
|
$511,790
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
2,149
shares
|
$510,602
0.05% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
2,147
shares
|
$510,127
0.0% of portfolio
|
Q3 2024
Added 728.96%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
2,146
shares
|
$509,889
0.05% of portfolio
|
Q4 2023
Reduced 5.09%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
2,140
shares
|
$508,464
0.19% of portfolio
|
Q3 2024
Added 33.83%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
2,137
shares
|
$507,751
0.14% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
2,131
shares
|
$506,325
0.26% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
2,124
shares
|
$504,662
0.21% of portfolio
|
Q3 2024
Added 11.26%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
2,123
shares
|
$504,424
0.11% of portfolio
|
Q2 2024
Reduced 12.02%
|