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 |
|---|---|---|---|---|---|
|
Carmel Capital Management L.L.C.
|
Oct 17, 2024 Q3 2024 |
61,657
shares
|
$14.8 Million
5.14% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
61,581
shares
|
$14.8 Million
6.48% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
61,260
shares
|
$14.7 Million
0.82% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
61,171
shares
|
$14.7 Million
0.96% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
61,144
shares
|
$14.7 Million
3.91% of portfolio
|
Q2 2022
Reduced 6.22%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
61,000
shares
|
$14.6 Million
1.56% of portfolio
|
Q2 2024
Reduced 18.45%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
60,900
shares
|
$14.6 Million
0.14% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
60,661
shares
|
$14.6 Million
3.4% of portfolio
|
Q1 2024
Reduced 1.79%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
60,660
shares
|
$14.6 Million
1.01% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
60,573
shares
|
$14.5 Million
1.38% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
60,444
shares
|
$14.5 Million
0.98% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Community Bank Of Raymore
|
Oct 16, 2024 Q3 2024 |
60,407
shares
|
$14.5 Million
9.77% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Oct 11, 2024 Q3 2024 |
60,400
shares
|
$14.5 Million
0.85% of portfolio
|
Q3 2024
Reduced 24.67%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
60,290
shares
|
$14.5 Million
0.63% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
60,284
shares
|
$14.5 Million
0.81% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
60,121
shares
|
$14.4 Million
2.06% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
60,057
shares
|
$14.4 Million
1.68% of portfolio
|
Q3 2024
Added 694.83%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
60,047
shares
|
$14.4 Million
6.78% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
59,994
shares
|
$14.4 Million
4.14% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Locust Wood Capital Advisers, LLC
|
Nov 13, 2024 Q3 2024 |
59,900
shares
|
$14.4 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
59,632
shares
|
$14.3 Million
1.18% of portfolio
|
Q3 2023
Reduced 0.62%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
59,530
shares
|
$14.3 Million
0.35% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
59,471
shares
|
$14.3 Million
0.99% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
59,360
shares
|
$14.2 Million
0.89% of portfolio
|
Q3 2024
Added 30.75%
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
59,301
shares
|
$14.2 Million
2.23% of portfolio
|
Q3 2024
Added 0.21%
|