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 |
|---|---|---|---|---|---|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
1,316
shares
|
$312,681
0.19% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
|
Sterling Manor Financial, LLC
|
Oct 24, 2024 Q3 2024 |
1,316
shares
|
$312,681
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
1,310
shares
|
$311,256
0.15% of portfolio
|
Q1 2024
Added 2.99%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
1,308
shares
|
$310,780
0.21% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Manatuck Hill Partners, LLC
Westport, CT |
Nov 14, 2024 Q3 2024 |
1,305
shares
|
$310,068
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
1,303
shares
|
$309,592
0.16% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Act Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,302
shares
|
$309,355
0.12% of portfolio
|
Q3 2024
Reduced 17.59%
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
1,300
shares
|
$308,880
0.25% of portfolio
|
Q1 2024
Reduced 80.88%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,300
shares
|
$308,880
0.68% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Oct 28, 2024 Q3 2024 |
1,298
shares
|
$308,404
0.21% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
1,295
shares
|
$307,692
0.22% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
1,292
shares
|
$306,979
0.17% of portfolio
|
Q2 2024
Reduced 15.89%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2024 Q3 2024 |
1,291
shares
|
$306,741
0.05% of portfolio
|
Q2 2024
Added 4.11%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,291
shares
|
$306,741
0.38% of portfolio
|
Q4 2023
Reduced 7.36%
|
|
|
Edmp, Inc.
|
Oct 31, 2024 Q3 2024 |
1,289
shares
|
$306,266
0.23% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,286
shares
|
$305,553
0.15% of portfolio
|
Q2 2024
Added 15.75%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Oct 21, 2024 Q3 2024 |
1,286
shares
|
$305,553
0.13% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
1,283
shares
|
$304,840
0.13% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
1,281
shares
|
$304,365
0.06% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
1,280
shares
|
$304,128
0.09% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
1,276
shares
|
$303,177
0.15% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
1,275
shares
|
$302,940
0.1% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,275
shares
|
$302,940
0.23% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Unio Capital LLC
|
Nov 14, 2024 Q3 2024 |
1,271
shares
|
$301,989
0.11% of portfolio
|
Q2 2024
Reduced 14.06%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 21, 2024 Q3 2024 |
1,269
shares
|
$301,514
0.18% of portfolio
|
Q4 2023
Reduced 32.1%
|