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 |
|---|---|---|---|---|---|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
2,122
shares
|
$504,187
0.12% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Broderick Brian C
|
Nov 06, 2024 Q3 2024 |
2,110
shares
|
$501,336
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,108
shares
|
$500,860
0.32% of portfolio
|
Q3 2023
Reduced 13.07%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,100
shares
|
$498,960
0.12% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Compton Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
2,098
shares
|
$498,484
0.13% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Black Point Wealth Management
Naples, FL |
Oct 18, 2024 Q3 2024 |
2,094
shares
|
$497,534
0.51% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
2,092
shares
|
$497,059
0.09% of portfolio
|
Q3 2023
Reduced 5.98%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
2,089
shares
|
$496,346
0.31% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
2,089
shares
|
$496,346
0.21% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
2,084
shares
|
$495,158
0.25% of portfolio
|
Q2 2024
Reduced 18.05%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,083
shares
|
$494,920
0.36% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
2,081
shares
|
$494,445
0.13% of portfolio
|
Q3 2024
Added 20.29%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,071
shares
|
$492,069
0.14% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
2,069
shares
|
$491,594
0.38% of portfolio
|
Q2 2024
Reduced 8.81%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
2,067
shares
|
$491,119
0.18% of portfolio
|
Q1 2024
Reduced 44.04%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
2,067
shares
|
$491,119
0.01% of portfolio
|
Q3 2024
Added 37.07%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
2,065
shares
|
$490,644
0.25% of portfolio
|
Q2 2024
Added 97.23%
|
|
|
Albert D Mason Inc
|
Oct 22, 2024 Q3 2024 |
2,062
shares
|
$489,931
0.34% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
2,062
shares
|
$489,931
0.01% of portfolio
|
Q2 2024
Reduced 30.92%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
2,062
shares
|
$489,931
0.19% of portfolio
|
Q3 2024
Added 42.9%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
2,062
shares
|
$489,931
0.23% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
2,058
shares
|
$488,980
0.32% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
2,052
shares
|
$487,555
0.27% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,051
shares
|
$487,317
0.25% of portfolio
|
Q3 2024
Added 49.16%
|
|
|
Exeter Financial, LLC
|
Oct 07, 2024 Q3 2024 |
2,049
shares
|
$486,842
0.19% of portfolio
|
Q3 2024
Reduced 3.85%
|