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 |
|---|---|---|---|---|---|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 30, 2024 Q3 2024 |
1,802
shares
|
$428,155
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
1,800
shares
|
$427,680
0.19% of portfolio
|
Q1 2024
Added 17.65%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Oct 30, 2024 Q3 2024 |
1,800
shares
|
$427,680
0.32% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
1,799
shares
|
$427,442
0.3% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
1,797
shares
|
$426,967
0.24% of portfolio
|
Q2 2024
Added 6.21%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
1,797
shares
|
$426,967
0.05% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
1,795
shares
|
$426,492
0.07% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
1,790
shares
|
$425,304
0.21% of portfolio
|
Q3 2024
Added 21.52%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
1,786
shares
|
$424,353
0.06% of portfolio
|
Q1 2024
Reduced 23.74%
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
1,785
shares
|
$424,116
0.15% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
1,785
shares
|
$424,116
0.12% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 09, 2024 Q3 2024 |
1,784
shares
|
$423,878
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
1,781
shares
|
$423,165
0.27% of portfolio
|
Q1 2024
Added 28.78%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
1,777
shares
|
$422,215
0.1% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Oct 22, 2024 Q3 2024 |
1,770
shares
|
$420,552
0.21% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
1,761
shares
|
$418,413
0.04% of portfolio
|
Q3 2024
Added 37.36%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 28, 2024 Q3 2024 |
1,752
shares
|
$416,275
0.24% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
1,745
shares
|
$414,612
0.12% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
1,740
shares
|
$413,424
0.2% of portfolio
|
Q3 2022
Reduced 40.19%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Nov 04, 2024 Q3 2024 |
1,738
shares
|
$412,948
0.19% of portfolio
|
Q3 2024
Reduced 40.76%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 07, 2024 Q3 2024 |
1,737
shares
|
$412,711
0.17% of portfolio
|
Q3 2024
Added 23.1%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
1,736
shares
|
$412,473
0.25% of portfolio
|
Q1 2023
New holding
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
1,733
shares
|
$411,760
0.21% of portfolio
|
Q3 2024
Reduced 19.51%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
1,733
shares
|
$411,760
0.28% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
1,728
shares
|
$410,572
0.15% of portfolio
|
Q3 2024
Reduced 15.91%
|