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 |
|---|---|---|---|---|---|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
1,728
shares
|
$410,572
0.12% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,727
shares
|
$410,335
0.19% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1,722
shares
|
$409,147
0.01% of portfolio
|
Q3 2024
Added 1791.46%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
1,718
shares
|
$408,196
0.12% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
1,715
shares
|
$407,484
0.04% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,715
shares
|
$407,484
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,711
shares
|
$406,533
0.05% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
1,704
shares
|
$404,870
0.29% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
1,700
shares
|
$403,920
0.03% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
1,700
shares
|
$403,920
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
1,696
shares
|
$402,969
0.04% of portfolio
|
Q3 2024
Added 29.37%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,690
shares
|
$401,544
0.27% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
1,689
shares
|
$401,306
0.3% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
1,689
shares
|
$401,306
0.11% of portfolio
|
Q4 2021
Added 1.2%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
1,684
shares
|
$400,118
0.27% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
1,682
shares
|
$399,643
0.22% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
1,679
shares
|
$398,930
0.16% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Zevin Asset Management LLC
|
Nov 07, 2024 Q3 2024 |
1,678
shares
|
$398,692
0.05% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 29, 2024 Q3 2024 |
1,675
shares
|
$397,980
0.11% of portfolio
|
Q2 2024
Reduced 37.38%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
1,673
shares
|
$397,504
0.11% of portfolio
|
Q2 2024
Added 1.21%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
1,673
shares
|
$397,504
0.01% of portfolio
|
Q3 2024
Added 373.94%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,673
shares
|
$397,504
0.14% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Oct 24, 2024 Q3 2024 |
1,672
shares
|
$397,267
0.42% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
1,671
shares
|
$397,029
0.2% of portfolio
|
Q1 2024
Added 0.72%
|
|
|
Washburn Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
1,670
shares
|
$396,792
0.25% of portfolio
|
Q3 2024
Added 3.09%
|