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 |
|---|---|---|---|---|---|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
67,450
shares
|
$16.2 Million
1.91% of portfolio
|
Q3 2023
Reduced 3.89%
|
|
|
Valicenti Advisory Services Inc
|
Oct 23, 2024 Q3 2024 |
67,140
shares
|
$16.1 Million
3.64% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
67,115
shares
|
$16.1 Million
1.33% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
67,048
shares
|
$16.1 Million
2.08% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
67,000
shares
|
$16.1 Million
5.84% of portfolio
|
Q3 2017
New holding
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
66,847
shares
|
$16 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
66,846
shares
|
$16 Million
4.04% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
66,777
shares
|
$16 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
66,707
shares
|
$16 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
66,680
shares
|
$16 Million
2.71% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
66,599
shares
|
$16 Million
3.04% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
66,592
shares
|
$16 Million
0.68% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
66,573
shares
|
$16 Million
1.69% of portfolio
|
Q3 2024
Added 36.87%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
66,530
shares
|
$16 Million
0.96% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
66,517
shares
|
$16 Million
0.34% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
66,500
shares
|
$16 Million
2.51% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
66,491
shares
|
$15.9 Million
1.03% of portfolio
|
Q3 2022
Added 5.67%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
65,985
shares
|
$15.8 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 22, 2024 Q3 2024 |
65,916
shares
|
$15.8 Million
6.18% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Matthew 25 Management Corp
|
Nov 06, 2024 Q3 2024 |
65,750
shares
|
$15.8 Million
4.84% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
65,556
shares
|
$15.7 Million
1.62% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
65,417
shares
|
$15.7 Million
1.31% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
65,363
shares
|
$15.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 57.43%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
65,116
shares
|
$15.6 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Bright Rock Capital Management, LLC
|
Oct 03, 2024 Q3 2024 |
65,000
shares
|
$15.6 Million
2.81% of portfolio
|
Q3 2024
Reduced 23.53%
|