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 |
|---|---|---|---|---|---|
|
Echo Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,871
shares
|
$444,549
0.31% of portfolio
|
Q3 2024
Reduced 15.8%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
1,869
shares
|
$444,074
0.09% of portfolio
|
Q4 2023
Reduced 2.04%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
1,869
shares
|
$444,074
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
1,861
shares
|
$442,173
0.13% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
1,852
shares
|
$440,035
0.0% of portfolio
|
Q3 2024
Reduced 42.14%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
1,850
shares
|
$439,560
0.2% of portfolio
|
Q2 2024
Reduced 21.81%
|
|
|
Defender Capital, Llc.
|
Oct 21, 2024 Q3 2024 |
1,849
shares
|
$439,322
0.13% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,848
shares
|
$439,084
0.06% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
1,848
shares
|
$439,084
0.19% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,846
shares
|
$438,609
0.26% of portfolio
|
Q3 2024
Reduced 37.04%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Nov 12, 2024 Q3 2024 |
1,845
shares
|
$438,372
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
1,843
shares
|
$437,896
0.16% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
1,835
shares
|
$435,996
0.14% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
1,834
shares
|
$435,758
0.16% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
1,833
shares
|
$435,520
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
1,832
shares
|
$435,283
0.18% of portfolio
|
Q2 2023
Reduced 13.05%
|
|
|
Chickasaw Capital Management LLC
|
Oct 10, 2024 Q3 2024 |
1,826
shares
|
$433,857
0.02% of portfolio
|
Q1 2024
Added 15.94%
|
|
|
Echo45 Advisors LLC
|
Oct 25, 2024 Q3 2024 |
1,823
shares
|
$433,144
0.27% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
1,817
shares
|
$431,719
0.17% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Baskin Financial Services Inc.
|
Oct 16, 2024 Q3 2024 |
1,812
shares
|
$430,531
0.03% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
1,811
shares
|
$430,293
0.1% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
1,810
shares
|
$430,056
0.06% of portfolio
|
Q4 2023
Reduced 16.59%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
1,808
shares
|
$429,580
0.15% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,803
shares
|
$428,392
0.08% of portfolio
|
Q3 2024
Added 20.84%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
1,803
shares
|
$428,392
0.18% of portfolio
|
Q3 2024
Added 0.39%
|