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 4,408 institutions that hold shares in the stock, with a total of 1.98 Billion shares, which have been reported (via 13F filing form) to have a value of $400 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
157
shares
|
$31,812
0.01% of portfolio
|
Q1 2024
Added 227.08%
|
|
Lowe Wealth Advisors, LLC
|
Apr 08, 2024 Q1 2024 |
150
shares
|
$30,394
0.01% of portfolio
|
Q3 2023
Reduced 11.76%
|
|
Your Advocates Ltd., LLP
Houston, TX |
Apr 30, 2024 Q1 2024 |
150
shares
|
$30,394
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
Carolina Wealth Advisors, LLC
|
Apr 05, 2024 Q1 2024 |
139
shares
|
$28,165
0.02% of portfolio
|
Q1 2024
Added 40.4%
|
|
Clear Investment Research, LLC
|
May 02, 2024 Q1 2024 |
134
shares
|
$27,152
0.04% of portfolio
|
Q1 2024
Reduced 3.6%
|
|
Strengthening Families & Communities, LLC
|
May 07, 2024 Q1 2024 |
133
shares
|
$26,949
0.02% of portfolio
|
Q1 2024
Added 0.76%
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 02, 2024 Q1 2024 |
130
shares
|
$26,341
0.01% of portfolio
|
Q4 2023
Added 0.78%
|
|
Financial Gravity Asset Management, Inc.
|
May 13, 2024 Q1 2024 |
127
shares
|
$25,734
0.01% of portfolio
|
Q1 2024
Reduced 76.48%
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 15, 2024 Q1 2024 |
122
shares
|
$24,720
0.02% of portfolio
|
Q4 2023
New holding
|
|
Morton Brown Family Wealth, LLC
|
Apr 23, 2024 Q1 2024 |
115
shares
|
$23,302
0.01% of portfolio
|
Q1 2024
Reduced 60.21%
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
115
shares
|
$23,302
0.02% of portfolio
|
Q1 2023
New holding
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
102
shares
|
$20,668
0.01% of portfolio
|
Q1 2022
New holding
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
100
shares
|
$20,263
0.01% of portfolio
|
Q4 2017
New holding
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
98
shares
|
$19,857
0.03% of portfolio
|
Q3 2023
Added 1.03%
|
|
Goodman Advisory Group, LLC
|
May 15, 2024 Q1 2024 |
93
shares
|
$18,844
0.01% of portfolio
|
Q3 2023
Reduced 87.58%
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
80
shares
|
$16,210
0.01% of portfolio
|
Q4 2021
New holding
|
|
Pfg Private Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
68
shares
|
$13,778
0.01% of portfolio
|
Q4 2023
Reduced 74.05%
|
|
West End Advisors, LLC
|
May 07, 2024 Q1 2024 |
67
shares
|
$13,576
0.0% of portfolio
|
Q1 2024
Added 19.64%
|
|
Exchange Traded Concepts, LLC
|
Apr 15, 2024 Q1 2024 |
66
shares
|
$13,373
0.0% of portfolio
|
Q1 2024
Reduced 90.38%
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
May 03, 2024 Q1 2024 |
50
shares
|
$10,131
0.0% of portfolio
|
Q1 2024
New holding
|
|
Friedenthal Financial
|
Apr 25, 2024 Q1 2024 |
45
shares
|
$9,118
0.01% of portfolio
|
Q1 2024
New holding
|
|
Activest Wealth Management
|
Apr 24, 2024 Q1 2024 |
37
shares
|
$7,497
0.0% of portfolio
|
Q1 2024
Reduced 91.51%
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2024 Q1 2024 |
32
shares
|
$6,484
0.32% of portfolio
|
Q1 2024
Reduced 21.95%
|
|
Jdm Financial Group LLC
Encino, CA |
May 08, 2024 Q1 2024 |
29
shares
|
$5,876
0.0% of portfolio
|
Q4 2023
Reduced 51.67%
|
|
Quarry LP
New York, NY |
May 15, 2024 Q1 2024 |
29
shares
|
$5,876
0.0% of portfolio
|
Q1 2024
Reduced 77.69%
|