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 |
|---|---|---|---|---|---|
|
Nat West Group PLC
|
Oct 16, 2024 Q3 2024 |
78,856
shares
|
$18.9 Million
4.92% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
78,843
shares
|
$18.9 Million
0.42% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
78,547
shares
|
$18.8 Million
1.48% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
77,837
shares
|
$18.7 Million
2.94% of portfolio
|
Q1 2024
Added 464.45%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
77,695
shares
|
$18.6 Million
0.51% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
77,474
shares
|
$18.6 Million
2.55% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
77,416
shares
|
$18.6 Million
1.6% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
77,398
shares
|
$18.6 Million
2.07% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
76,921
shares
|
$18.5 Million
0.17% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
76,866
shares
|
$18.4 Million
0.6% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
76,818
shares
|
$18.4 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
76,720
shares
|
$18.4 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
76,560
shares
|
$18.4 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
76,514
shares
|
$18.4 Million
0.76% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
76,437
shares
|
$18.3 Million
2.1% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
75,905
shares
|
$18.2 Million
2.57% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
75,871
shares
|
$18.2 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
75,854
shares
|
$18.2 Million
0.44% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
75,352
shares
|
$18.1 Million
1.69% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
75,249
shares
|
$18 Million
0.6% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
75,165
shares
|
$18 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
74,974
shares
|
$18 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
74,666
shares
|
$17.9 Million
0.75% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
74,631
shares
|
$17.9 Million
0.54% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
73,867
shares
|
$17.7 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.17%
|