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 |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,426
shares
|
$338,817
0.09% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
1,424
shares
|
$338,342
0.28% of portfolio
|
Q3 2024
Added 12.21%
|
|
|
Satovsky Asset Management LLC
|
Oct 18, 2024 Q3 2024 |
1,422
shares
|
$337,867
0.07% of portfolio
|
Q3 2024
Added 22.38%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
1,422
shares
|
$337,867
0.16% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
1,419
shares
|
$337,154
0.09% of portfolio
|
Q3 2024
Reduced 36.88%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
1,408
shares
|
$334,540
0.08% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
1,405
shares
|
$333,828
0.1% of portfolio
|
Q3 2024
Reduced 15.41%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
1,401
shares
|
$332,877
0.11% of portfolio
|
Q3 2024
Reduced 30.68%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
1,401
shares
|
$332,877
0.09% of portfolio
|
Q3 2024
Reduced 15.5%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
1,400
shares
|
$332,640
4.71% of portfolio
|
Q2 2023
Reduced 88.66%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,400
shares
|
$332,640
0.25% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Sterling Investment Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,398
shares
|
$332,164
0.23% of portfolio
|
Q1 2024
Added 5.11%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,398
shares
|
$332,164
0.33% of portfolio
|
Q2 2024
Added 13.29%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
1,397
shares
|
$331,927
0.18% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Oak Ridge Investments LLC
|
Oct 28, 2024 Q3 2024 |
1,396
shares
|
$331,689
0.03% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,395
shares
|
$331,452
0.16% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
1,394
shares
|
$331,214
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
1,392
shares
|
$330,739
0.11% of portfolio
|
Q3 2024
Added 31.07%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
1,392
shares
|
$330,739
0.15% of portfolio
|
Q3 2024
Reduced 33.46%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
1,392
shares
|
$330,739
0.1% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
1,391
shares
|
$330,501
0.1% of portfolio
|
Q3 2024
Reduced 23.61%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
1,390
shares
|
$330,264
0.2% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,386
shares
|
$329,313
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sicart Associates LLC
|
Oct 25, 2024 Q3 2024 |
1,385
shares
|
$329,076
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
1,384
shares
|
$328,838
0.1% of portfolio
|
Q3 2024
Added 1.84%
|