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 |
|---|---|---|---|---|---|
|
Dnca Finance
Paris, I0 |
Nov 13, 2024 Q3 2024 |
81,766
shares
|
$19.6 Million
1.48% of portfolio
|
Q3 2024
Reduced 34.07%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
81,409
shares
|
$19.5 Million
1.61% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
81,393
shares
|
$19.5 Million
3.45% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
81,231
shares
|
$19.5 Million
1.68% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
81,121
shares
|
$19.5 Million
0.86% of portfolio
|
Q3 2024
Reduced 34.58%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
81,007
shares
|
$19.4 Million
1.69% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
80,681
shares
|
$19.4 Million
1.03% of portfolio
|
Q3 2024
Added 26.1%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
80,669
shares
|
$19.4 Million
3.2% of portfolio
|
Q3 2024
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
80,415
shares
|
$19.3 Million
4.85% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
80,399
shares
|
$19.3 Million
1.56% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
80,367
shares
|
$19.3 Million
0.15% of portfolio
|
Q3 2024
Added 56.5%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
80,231
shares
|
$19.2 Million
2.22% of portfolio
|
Q3 2024
Reduced 10.24%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
80,159
shares
|
$19.2 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
80,111
shares
|
$19.2 Million
0.81% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
80,106
shares
|
$19.2 Million
2.43% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
80,059
shares
|
$19.2 Million
0.41% of portfolio
|
Q3 2024
Added 40.88%
|
|
|
General American Investors CO Inc
|
Oct 31, 2024 Q3 2024 |
80,000
shares
|
$19.2 Million
1.2% of portfolio
|
Q1 2021
Reduced 5.88%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
Nov 14, 2024 Q3 2024 |
80,000
shares
|
$19.2 Million
1.98% of portfolio
|
Q4 2023
Added 2.56%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
79,931
shares
|
$19.2 Million
1.97% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
79,738
shares
|
$19.1 Million
1.16% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Copeland Capital Management, LLC
|
Oct 21, 2024 Q3 2024 |
79,481
shares
|
$19.1 Million
0.3% of portfolio
|
Q3 2024
Added 80.47%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
79,286
shares
|
$19 Million
1.98% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
79,243
shares
|
$19 Million
0.06% of portfolio
|
Q3 2024
Added 2289.0%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
79,230
shares
|
$19 Million
2.18% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
78,997
shares
|
$18.9 Million
0.74% of portfolio
|
Q3 2024
Added 7.11%
|