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 4,620 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 $467 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
97,850
shares
|
$23.5 Million
2.13% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
97,800
shares
|
$23.5 Million
1.34% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
97,296
shares
|
$23.3 Million
0.31% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
96,679
shares
|
$23.2 Million
1.39% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
96,535
shares
|
$23.2 Million
2.56% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
96,494
shares
|
$23.1 Million
3.34% of portfolio
|
Q3 2023
Reduced 13.81%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Oct 08, 2024 Q3 2024 |
96,438
shares
|
$23.1 Million
2.48% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
96,234
shares
|
$23.1 Million
1.42% of portfolio
|
Q3 2024
Reduced 26.34%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
96,206
shares
|
$23.1 Million
1.5% of portfolio
|
Q2 2022
Reduced 1.24%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
96,146
shares
|
$23.1 Million
0.45% of portfolio
|
Q4 2023
Added 2.71%
|
|
|
Grand Jean Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
95,958
shares
|
$23 Million
4.56% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
95,884
shares
|
$23 Million
3.1% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
94,997
shares
|
$22.8 Million
1.81% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
94,931
shares
|
$22.8 Million
0.52% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
94,844
shares
|
$22.8 Million
0.48% of portfolio
|
Q2 2023
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
94,796
shares
|
$22.7 Million
0.8% of portfolio
|
Q2 2022
Reduced 9.25%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
94,621
shares
|
$22.7 Million
2.05% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
94,595
shares
|
$22.7 Million
0.57% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
94,234
shares
|
$22.6 Million
0.1% of portfolio
|
Q3 2022
Added 29.0%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
94,149
shares
|
$22.6 Million
0.67% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
93,743
shares
|
$22.5 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
93,284
shares
|
$22.4 Million
2.45% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
92,995
shares
|
$22.3 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
92,932
shares
|
$22.3 Million
0.58% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Premier Fund Managers LTD
|
Nov 08, 2024 Q3 2024 |
92,715
shares
|
$22.2 Million
0.69% of portfolio
|
Q3 2024
Added 114.05%
|