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 |
|---|---|---|---|---|---|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
1,980
shares
|
$470,448
0.21% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,980
shares
|
$470,448
0.21% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
1,980
shares
|
$470,448
0.31% of portfolio
|
Q2 2024
Added 35.62%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
1,971
shares
|
$468,309
0.03% of portfolio
|
Q2 2024
Added 6.2%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
1,968
shares
|
$467,596
0.22% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2024 Q3 2024 |
1,967
shares
|
$467,359
0.3% of portfolio
|
Q1 2024
Added 11.32%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
1,966
shares
|
$467,121
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
1,961
shares
|
$465,933
0.16% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
1,961
shares
|
$465,933
0.2% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
1,960
shares
|
$465,696
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kearns & Associates LLC
|
Oct 29, 2024 Q3 2024 |
1,960
shares
|
$465,696
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
1,956
shares
|
$464,745
0.16% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
1,955
shares
|
$464,508
0.07% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Permit Capital, LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
1,955
shares
|
$464,508
0.13% of portfolio
|
Q2 2024
Reduced 25.52%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
1,953
shares
|
$464,032
0.32% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
1,950
shares
|
$463,320
0.31% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
1,946
shares
|
$462,369
0.08% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2024 Q3 2024 |
1,943
shares
|
$461,656
0.46% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
1,940
shares
|
$460,944
0.29% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
1,939
shares
|
$460,706
0.11% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
1,938
shares
|
$460,468
0.16% of portfolio
|
Q3 2024
Reduced 34.55%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
1,937
shares
|
$460,231
0.13% of portfolio
|
Q4 2023
Added 5.44%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,936
shares
|
$459,993
0.2% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
1,934
shares
|
$459,518
0.21% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
1,932
shares
|
$459,043
0.19% of portfolio
|
Q3 2023
Reduced 7.87%
|