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 4,619 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 $473 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exeter Financial, LLC
|
Oct 07, 2024 Q3 2024 |
2,049
shares
|
$498,173
0.19% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2024 Q3 2024 |
2,048
shares
|
$497,930
0.01% of portfolio
|
Q3 2024
Reduced 92.0%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
2,041
shares
|
$496,228
0.13% of portfolio
|
Q3 2024
Added 96.06%
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
2,035
shares
|
$494,769
0.13% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
2,029
shares
|
$493,310
0.05% of portfolio
|
Q3 2024
Added 46.5%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
2,027
shares
|
$492,824
0.15% of portfolio
|
Q1 2024
Reduced 51.32%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
2,027
shares
|
$492,824
0.15% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Kercheville Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,025
shares
|
$492,338
0.18% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,025
shares
|
$492,338
0.44% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
2,024
shares
|
$492,095
0.06% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
2,023
shares
|
$491,851
0.08% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,023
shares
|
$491,851
0.12% of portfolio
|
Q2 2024
Added 10.13%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
2,022
shares
|
$491,608
0.26% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,017
shares
|
$490,393
0.15% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
2,015
shares
|
$489,906
0.09% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
2,002
shares
|
$486,746
0.32% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 08, 2024 Q3 2024 |
2,000
shares
|
$486,260
1.81% of portfolio
|
Q2 2024
New holding
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$486,260
0.01% of portfolio
|
Q3 2024
Reduced 30.56%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
1,995
shares
|
$485,044
0.07% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
1,995
shares
|
$485,044
0.32% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
1,991
shares
|
$484,071
0.08% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
1,989
shares
|
$483,585
0.24% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
1,984
shares
|
$482,369
0.25% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,983
shares
|
$482,126
0.16% of portfolio
|
Q4 2022
Added 5.31%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
1,980
shares
|
$481,397
0.21% of portfolio
|
Q3 2024
Added 13.14%
|