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 |
|---|---|---|---|---|---|
|
Bennett Associates Wealth Management
Butler, PA |
Nov 07, 2024 Q3 2024 |
1,167
shares
|
$277,279
0.2% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
1,161
shares
|
$275,853
0.07% of portfolio
|
Q3 2024
Added 17.27%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
1,160
shares
|
$275,616
0.16% of portfolio
|
Q3 2024
Added 16.58%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
1,160
shares
|
$275,616
0.26% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
1,157
shares
|
$274,903
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2024 Q3 2024 |
1,156
shares
|
$274,665
0.09% of portfolio
|
Q2 2024
Reduced 30.19%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,155
shares
|
$274,428
0.09% of portfolio
|
Q3 2024
Added 208.0%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 12, 2024 Q3 2024 |
1,154
shares
|
$274,190
0.13% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
1,153
shares
|
$273,952
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
1,150
shares
|
$273,240
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,150
shares
|
$273,240
0.06% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
1,144
shares
|
$271,814
0.04% of portfolio
|
Q2 2024
Reduced 81.75%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
1,143
shares
|
$271,576
0.14% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
1,141
shares
|
$271,101
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
1,140
shares
|
$270,864
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
1,138
shares
|
$270,388
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
1,138
shares
|
$270,388
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
1,137
shares
|
$270,151
0.18% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Eastover Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
1,135
shares
|
$269,676
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
1,135
shares
|
$269,676
0.25% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,133
shares
|
$269,200
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,133
shares
|
$269,200
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,133
shares
|
$269,200
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 15, 2024 Q3 2024 |
1,130
shares
|
$268,488
0.08% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
1,129
shares
|
$268,250
0.14% of portfolio
|
Q3 2024
New holding
|