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 |
|---|---|---|---|---|---|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
1,670
shares
|
$396,792
0.2% of portfolio
|
Q3 2024
Added 16.86%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,668
shares
|
$396,316
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
1,666
shares
|
$395,841
0.19% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
1,664
shares
|
$395,366
0.29% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
1,661
shares
|
$394,653
0.18% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,658
shares
|
$393,940
0.11% of portfolio
|
Q3 2024
Added 24.01%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
1,658
shares
|
$393,940
0.12% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
1,653
shares
|
$392,752
0.16% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
1,651
shares
|
$392,277
0.12% of portfolio
|
Q3 2024
Added 26.13%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
1,651
shares
|
$392,277
0.06% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
1,650
shares
|
$392,040
0.14% of portfolio
|
Q3 2023
Reduced 0.9%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
1,648
shares
|
$391,564
0.06% of portfolio
|
Q3 2024
Reduced 25.77%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
1,645
shares
|
$390,852
0.08% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
1,640
shares
|
$389,664
0.07% of portfolio
|
Q3 2023
Reduced 30.27%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
1,640
shares
|
$389,664
0.13% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,638
shares
|
$389,188
0.13% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
1,637
shares
|
$388,951
0.09% of portfolio
|
Q2 2024
Reduced 23.72%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
1,636
shares
|
$388,713
0.14% of portfolio
|
Q3 2024
Reduced 92.43%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,634
shares
|
$388,238
0.3% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
1,632
shares
|
$387,763
0.14% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,627
shares
|
$386,575
2.83% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
1,626
shares
|
$386,337
0.09% of portfolio
|
Q3 2024
Reduced 27.18%
|
|
|
Lazard Freres Gestion S.A.S.
|
Nov 13, 2024 Q3 2024 |
1,625
shares
|
$386,100
0.01% of portfolio
|
Q3 2024
Reduced 25.7%
|
|
|
Front Street Capital Management, Inc.
|
Nov 13, 2024 Q3 2024 |
1,621
shares
|
$385,149
0.06% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
1,616
shares
|
$383,961
0.09% of portfolio
|
Q2 2024
New holding
|