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 |
|---|---|---|---|---|---|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
64,894
shares
|
$15.6 Million
2.39% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
64,856
shares
|
$15.6 Million
1.9% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
64,847
shares
|
$15.6 Million
1.16% of portfolio
|
Q3 2024
Reduced 19.91%
|
|
|
Wells Trecaso Financial Group, LLC
|
Oct 24, 2024 Q3 2024 |
64,619
shares
|
$15.5 Million
4.48% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
64,209
shares
|
$15.4 Million
0.32% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
64,049
shares
|
$15.4 Million
0.63% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
64,003
shares
|
$15.4 Million
1.82% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Ar Asset Management Inc
|
Nov 13, 2024 Q3 2024 |
63,931
shares
|
$15.3 Million
3.0% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
63,902
shares
|
$15.3 Million
0.62% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
63,834
shares
|
$15.3 Million
4.22% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
63,812
shares
|
$15.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 23.8%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
63,794
shares
|
$15.3 Million
2.76% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
63,751
shares
|
$15.3 Million
1.11% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
63,672
shares
|
$15.3 Million
2.35% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
63,551
shares
|
$15.2 Million
1.99% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
63,341
shares
|
$15.2 Million
0.51% of portfolio
|
Q2 2022
Added 1.91%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
63,301
shares
|
$15.2 Million
2.19% of portfolio
|
Q3 2024
Added 33.83%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
63,245
shares
|
$15.2 Million
2.15% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
63,115
shares
|
$15.1 Million
0.1% of portfolio
|
Q2 2022
Added 10.42%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
62,415
shares
|
$15 Million
2.41% of portfolio
|
Q1 2023
Added 99.75%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
62,222
shares
|
$14.9 Million
0.95% of portfolio
|
Q3 2022
Reduced 15.51%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
61,962
shares
|
$14.9 Million
0.98% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Oct 09, 2024 Q3 2024 |
61,936
shares
|
$14.9 Million
4.64% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
61,849
shares
|
$14.8 Million
2.37% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
61,819
shares
|
$14.8 Million
0.23% of portfolio
|
Q3 2024
Added 208.74%
|