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 |
|---|---|---|---|---|---|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
265
shares
|
$62,964
0.02% of portfolio
|
Q2 2024
Added 430.0%
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 15, 2024 Q3 2024 |
263
shares
|
$62,488
0.13% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
260
shares
|
$61,776
0.05% of portfolio
|
Q3 2022
Added 0.78%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
256
shares
|
$60,825
0.04% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
255
shares
|
$60,588
0.02% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
251
shares
|
$59,637
0.01% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
247
shares
|
$58,687
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2024 Q3 2024 |
235
shares
|
$55,836
0.04% of portfolio
|
Q2 2024
Reduced 68.03%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
234
shares
|
$55,598
0.02% of portfolio
|
Q3 2024
Reduced 29.94%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
234
shares
|
$55,598
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
228
shares
|
$54,172
0.08% of portfolio
|
Q2 2024
Reduced 30.49%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
222
shares
|
$52,747
0.07% of portfolio
|
Q1 2023
Reduced 99.68%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
215
shares
|
$51,084
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
212
shares
|
$50,371
0.02% of portfolio
|
Q2 2024
Added 66.93%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
212
shares
|
$50,371
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
212
shares
|
$50,371
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
209
shares
|
$49,658
0.03% of portfolio
|
Q4 2023
Reduced 20.83%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
207
shares
|
$49,183
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
203
shares
|
$48,232
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
202
shares
|
$47,995
0.02% of portfolio
|
Q3 2024
Reduced 33.11%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
200
shares
|
$47,520
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
200
shares
|
$47,520
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
199
shares
|
$47,282
0.02% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
192
shares
|
$45,619
0.03% of portfolio
|
Q2 2024
Added 12.94%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
189
shares
|
$44,906
0.02% of portfolio
|
Q3 2024
Added 35.97%
|