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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
1,541
shares
|
$366,141
0.06% of portfolio
|
Q3 2024
Added 16.21%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Oct 24, 2024 Q3 2024 |
1,541
shares
|
$366,141
0.26% of portfolio
|
Q1 2024
Reduced 3.14%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
1,540
shares
|
$365,904
0.12% of portfolio
|
Q2 2024
Reduced 24.51%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
1,536
shares
|
$364,953
0.19% of portfolio
|
Q3 2024
Reduced 19.29%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,536
shares
|
$364,953
0.15% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,533
shares
|
$364,240
0.13% of portfolio
|
Q2 2022
Added 84.03%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
1,533
shares
|
$364,240
0.3% of portfolio
|
Q3 2024
Reduced 46.45%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,531
shares
|
$363,765
0.01% of portfolio
|
Q3 2024
Reduced 72.06%
|
|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
1,527
shares
|
$362,815
0.16% of portfolio
|
Q4 2023
Reduced 8.94%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
1,527
shares
|
$362,815
0.02% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
1,521
shares
|
$361,389
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Elite Life Management LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
1,519
shares
|
$360,914
1.05% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
1,514
shares
|
$359,726
0.12% of portfolio
|
Q3 2024
Reduced 11.93%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
1,513
shares
|
$359,488
0.18% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Trevian Wealth Management LLC
|
Oct 09, 2024 Q3 2024 |
1,511
shares
|
$359,013
0.26% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
1,508
shares
|
$358,300
0.08% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
1,507
shares
|
$358,063
0.12% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 07, 2023 Q3 2023 |
1,504
shares
|
$357,350
0.26% of portfolio
|
Q2 2023
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
1,503
shares
|
$357,112
0.13% of portfolio
|
Q3 2024
Added 23.6%
|
|
|
Gouws Capital LLC
|
Nov 06, 2024 Q3 2024 |
1,500
shares
|
$356,400
0.21% of portfolio
|
Q1 2024
Reduced 4.46%
|
|
|
Highlander Partners, L.P.
|
Nov 08, 2024 Q3 2024 |
1,500
shares
|
$356,400
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
1,500
shares
|
$356,400
0.09% of portfolio
|
Q3 2023
Reduced 7.69%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
1,500
shares
|
$356,400
0.19% of portfolio
|
Q3 2024
Reduced 13.94%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
1,496
shares
|
$355,449
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,495
shares
|
$355,212
0.11% of portfolio
|
Q3 2024
Added 0.07%
|