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 |
|---|---|---|---|---|---|
|
Shilanski & Associates, Inc.
|
Jul 18, 2024 Q2 2024 |
1,613
shares
|
$383,248
0.11% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Oct 31, 2024 Q3 2024 |
1,611
shares
|
$382,773
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,610
shares
|
$382,536
0.01% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
1,610
shares
|
$382,536
0.53% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 05, 2024 Q3 2024 |
1,608
shares
|
$382,060
0.0% of portfolio
|
Q3 2023
Reduced 20.04%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
1,605
shares
|
$381,348
0.29% of portfolio
|
Q3 2024
Added 28.3%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
1,604
shares
|
$381,110
0.03% of portfolio
|
Q3 2024
Reduced 23.84%
|
|
|
Private Capital Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
1,600
shares
|
$380,160
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Central Asset Investments & Management Holdings (Hk) LTD
|
Nov 06, 2024 Q3 2024 |
1,600
shares
|
$380,160
0.51% of portfolio
|
Q3 2024
Reduced 87.88%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
1,596
shares
|
$379,209
0.11% of portfolio
|
Q1 2023
Reduced 1.6%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 18, 2024 Q3 2024 |
1,593
shares
|
$378,496
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
1,585
shares
|
$376,596
0.03% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
1,582
shares
|
$375,883
0.22% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,575
shares
|
$374,220
0.01% of portfolio
|
Q3 2024
Reduced 99.8%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,570
shares
|
$373,032
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
1,566
shares
|
$372,081
0.09% of portfolio
|
Q1 2024
Reduced 87.55%
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
1,565
shares
|
$371,844
0.21% of portfolio
|
Q3 2024
Added 13.0%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,555
shares
|
$369,468
0.12% of portfolio
|
Q3 2024
Reduced 30.3%
|
|
|
Bourne Lent Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
1,550
shares
|
$368,280
0.12% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,547
shares
|
$367,567
0.14% of portfolio
|
Q1 2024
Reduced 30.09%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,547
shares
|
$367,567
0.22% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
1,546
shares
|
$367,329
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
1,545
shares
|
$367,092
0.11% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
1,544
shares
|
$366,854
0.12% of portfolio
|
Q3 2024
Added 18.13%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 15, 2024 Q3 2024 |
1,542
shares
|
$366,379
0.06% of portfolio
|
Q3 2024
Added 13.63%
|