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 |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,925
shares
|
$457,380
0.12% of portfolio
|
Q2 2024
Reduced 14.48%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
1,912
shares
|
$454,291
0.25% of portfolio
|
Q2 2024
Added 39.26%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,911
shares
|
$454,053
0.18% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
1,909
shares
|
$453,578
0.14% of portfolio
|
Q3 2024
Reduced 91.82%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
1,907
shares
|
$453,103
0.04% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
1,907
shares
|
$453,103
0.2% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
1,903
shares
|
$452,152
0.15% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,902
shares
|
$451,915
0.2% of portfolio
|
Q3 2023
Reduced 17.12%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
1,899
shares
|
$451,202
0.19% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,898
shares
|
$450,964
0.24% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,893
shares
|
$449,776
0.72% of portfolio
|
Q2 2022
Reduced 20.13%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,892
shares
|
$449,539
0.07% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
1,889
shares
|
$448,826
0.04% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
1,889
shares
|
$448,826
0.07% of portfolio
|
Q3 2024
Added 19.86%
|
|
|
Riverstone Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
1,888
shares
|
$448,588
0.23% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
1,884
shares
|
$447,638
0.16% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
1,884
shares
|
$447,638
0.19% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,882
shares
|
$447,163
0.05% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 28, 2024 Q3 2024 |
1,882
shares
|
$447,163
0.02% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
1,882
shares
|
$447,163
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
David J Yvars Group
|
Oct 31, 2024 Q3 2024 |
1,880
shares
|
$446,688
0.25% of portfolio
|
Q2 2024
Added 7.0%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,880
shares
|
$446,688
0.15% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Roth Financial Partners LLC
|
Oct 11, 2024 Q3 2024 |
1,877
shares
|
$445,975
0.16% of portfolio
|
Q1 2024
Added 0.48%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,874
shares
|
$445,262
0.22% of portfolio
|
Q2 2022
Added 401.07%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
1,873
shares
|
$445,024
0.21% of portfolio
|
Q3 2024
Added 80.62%
|